U.S. Private Bank – Investment Professional – Associate

Testing Site - JPMC; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan is seeking an Investment Professional to provide daily support to Investors in managing client relationships within the U.S. Private Bank. You will collaborate with a diverse team to deliver first-class service while safeguarding client confidentiality.

The role emphasizes brokerage trade execution, discretionary accounts, risk monitoring, and accurate billing. Candidates should have relevant licenses, a degree, and 1–2 years of industry experience.

Qualifications

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but must obtain licenses within 90 days.
• Bachelor’s Degree required.
• 1–2 years of industry related experience.
• Exceptional follow-up and follow-through skills.
• PowerPoint and Excel expertise.
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software.
• Experience and interest in financial markets and concepts.
• Excellent interpersonal skills.
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy.

Responsibilities

• Consult on and execute brokerage trades; advise on execution, place trades, review blotters, submit cancels/corrections, update accounts.
• Create mandates for discretionary accounts.
• Monitor exceptions and conduct scenario-based risk analysis with Client Advisors and Team Leader.
• Collaborate with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage Alternatives documents; submission, monitoring, and client coordination.

Skills

S7/S66 licenses

Excel/PowerPoint

Interpersonal skills

1-2 years exp

Self-starter/organized

Attention to detail

Proprietary software familiarity

Education

Bachelor’s Degree

Tools

Workstation

Connect

DDR/KYC

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and is looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Risk Management - monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitorClient Advisorloadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• 1-2 years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Preferred Qualifications, Capabilities, Skills