U.S. Private Bank - Investment Specialist - Associate

JPMorgan Chase; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking an Investment Specialist in Miami to provide support for clients within the U.S. Private Bank. The role involves assisting with investment reviews, preparing product recommendations, and building relationships to aid in winning new clients.

Candidates must have a Bachelor's degree and possess Series 7, 66, and Insurance licenses. Strong communication and analytical skills are essential. The position offers competitive rewards and multiple benefits programs to support employee needs.

Qualifications

• Bachelor's degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days.
• Capital markets or institutional brokerage experience preferred.

Responsibilities

• Support investment reviews with clients to validate current investment objectives.
• Prepare recommendations of appropriate investment products.
• Assist with the development of investment policy statements and advice on asset allocation.

Skills

Capital markets or institutional brokerage experience

Ability to multi-task and manage priorities effectively

Excellent communication skills

Strong analytical, quantitative, and problem-solving skills

Proficiency with Microsoft Office Suite

Education

Bachelor's degree

Series 7, 66 and Insurance licenses

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
• Ability to adapt to a rapidly changing business and technology environment
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans