U.S. Private Bank - Investment Specialist - Associate

TwinThread; Fort Worth (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

TwinThread is looking for an Investment Specialist to support clients in J.P. Morgan’s U.S. Private Bank. The role demands collaboration with colleagues and focuses on helping bankers win new clients while deepening existing relationships.

The ideal candidate will have a Bachelor's degree, relevant licenses, and capital markets or brokerage experience. Strong analytical and communication skills are vital, along with the ability to multi-task and prioritize effectively. This is a dynamic role where teamwork is essential.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required.
• Capital markets or institutional brokerage experience required.

Responsibilities

• Support investment reviews with clients.
• Prepare recommendations of appropriate investment products.
• Assist with development of investment policy statements.

Skills

Investment review support

Client relationship management

Communication skills

Analytical skills

Education

Bachelor's degree

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 are 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 Specialist in the U.S. Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.

Job 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

Required Qualifications, Capabilities, and Skills

• Bachelor's degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Capital markets or institutional brokerage experience
• Ability to multi-task and manage priorities effectively
• Excellent communication skills
• Strong analytical, quantitative, and problem-solving skills

Preferred Qualifications, Capabilities, and Skills

• Coachable professional with good "business sense" and an energetic/dynamic personality
• Ability to work both independently and as a team player