Senior Private Bank Investment Advisor

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented individuals to deliver a first-class client experience. You will collaborate with teams across markets to elevate careers while supporting investment reviews and policy statements.

The role emphasizes licenses (Series 7/66 and Insurance), capital markets expertise, strong communication, and analytical skills in a fast-changing financial environment. A collaborative, entrepreneurial mindset is valued.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days.
• Capital markets or institutional brokerage experience.
• Ability to multi-task and manage priorities effectively.
• Excellent communication skills.
• Strong analytical, quantitative, and problem-solving skills.

Responsibilities

• Support investment reviews with clients to validate the clients' current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.
• Build excellent working relationships with internal clients.
• Support coordination of sales effort with Investors.
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.

Skills

Licensing: Series 7, 66, Insurance

Capital markets experience

Multi-tasking

Excellent communication

Analytical & problem-solving

Education

Bachelor's degree

Tools

Microsoft Office Suite

Internet / Intranet

Job description

J.P. Morgan’s U.S. Private Bank seeks exceptionally talented individuals to deliver a first-class client experience. You will collaborate with teams across markets to elevate careers while supporting investment reviews and policy statements.

The role emphasizes licenses (Series 7/66 and Insurance), capital markets expertise, strong communication, and analytical skills in a fast-changing financial environment. A collaborative, entrepreneurial mindset is valued.