Private Banking Investment Associate

Next Frontier Capital; Fort Lauderdale (FL); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

On-site health and wellness centers

Job summary

JPMorgan Chase & Co. in the United States seeks an Investment Professional within U.S.

Private Bank to provide daily support to investors, manage client relationships, and coordinate with internal teams while maintaining confidentiality of high-net-worth clients. The role requires licensing (Series 7/66 and insurance) or the ability to obtain licenses within 90 days, a bachelor’s degree, and 1+ year of industry experience.

Qualifications

• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Responsibilities

• Consult on and execute brokerage trades, including advising on trade execution, placing trades, reviewing brokerage trades, submitting cancel/corrects, and updating accounts
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct scenario-based analyses and monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including submission, monitoring and working with clients to complete/correct

Skills

Series 7

Series 66

Insurance licenses

Bachelor’s degree

PowerPoint

Excel

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the United States seeks an Investment Professional within U.S.

Private Bank to provide daily support to investors, manage client relationships, and coordinate with internal teams while maintaining confidentiality of high-net-worth clients. The role requires licensing (Series 7/66 and insurance) or the ability to obtain licenses within 90 days, a bachelor’s degree, and 1+ year of industry experience.