Private Wealth Investment Specialist

Aumni; Fort Lauderdale (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking an Investment Professional in U.S. Private Bank to support investors in managing client relationships and to collaborate with a cross-functional team to deliver high-quality service.

The role involves advising on trades, creating discretionary mandates, and monitoring risk and client workloads, while ensuring accuracy in billing and documentation. A strong finance background and licensing readiness are essential.

Qualifications

• Series 7, 66 and Insurance licenses required or must be obtained 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 and placing trades.
• Create mandates for discretionary accounts.
• Monitor exceptions and assess risk metrics with Team Leader.
• Coordinate with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents and assist clients to complete/correct.

Skills

Series 7/66 Licenses

Insurance Licenses

Interpersonal skills

Detail-oriented

Follow-up skills

PowerPoint

Excel

Team collaboration

Education

Bachelor’s Degree

Tools

Workstation/Connect

DDR/KYC

Job description

JPMorgan Chase & Co. in the United States is seeking an Investment Professional in U.S. Private Bank to support investors in managing client relationships and to collaborate with a cross-functional team to deliver high-quality service.

The role involves advising on trades, creating discretionary mandates, and monitoring risk and client workloads, while ensuring accuracy in billing and documentation. A strong finance background and licensing readiness are essential.