Senior Private Wealth Investment Advisor

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas seeks an Investment Specialist to support bankers in winning new clients and deepening relationships by advising on investment solutions.

Responsibilities include investment reviews, asset allocation recommendations, policy statement preparation, and sales coordination with wealth teams. Requires Series 7/66 and insurance licenses within 90 days, a Bachelor's degree, MBA or CFA preferred, and 7+ years’ private banking experience.

Qualifications

• Bachelor’s degree required; MBA or CFA preferred.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• Seven plus years’ experience in Private Banking or Financial Services.
• Demonstrated understanding of wealth management including credit, deposits, trust, and financial planning.

Responsibilities

• Conduct investment reviews with clients to validate objectives and prepare recommendations.
• 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.

Skills

Asset allocation

Wealth management knowledge

Investment reviews

Sales/relationship building

Education

Bachelor’s degree

MBA or CFA preferred

Job description

JPMorgan Chase & Co. in Dallas seeks an Investment Specialist to support bankers in winning new clients and deepening relationships by advising on investment solutions.

Responsibilities include investment reviews, asset allocation recommendations, policy statement preparation, and sales coordination with wealth teams. Requires Series 7/66 and insurance licenses within 90 days, a Bachelor's degree, MBA or CFA preferred, and 7+ years’ private banking experience.