Private Wealth Investment Advisor

Fairygodboss; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Specialist who will help bankers win new clients and deepen relationships by advising on investment solutions.

You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors to deliver complex investment products. The role requires a Bachelor's degree, Series 7/66 licenses, and 7+ years in private banking.

Qualifications

• Bachelor's degree required; MBA or CFA preferred.
• Seven plus years' experience in Private Banking or Financial Services industry.

Responsibilities

• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products.
• Develop investment policy statements and advise on asset allocation.
• Closes sales of complex investment products.
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff.

Education

Bachelor's degree

MBA or CFA preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in the U.S. Private Bank is seeking an Investment Specialist who will help bankers win new clients and deepen relationships by advising on investment solutions.

You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors to deliver complex investment products. The role requires a Bachelor's degree, Series 7/66 licenses, and 7+ years in private banking.