VP, Investment Specialist — Private Wealth Advisory

Testing Site - JPMC; San Diego (CA); On-site; USD 120,000 - 200,000; Full time

Job summary

JPMorgan Chase is seeking an Investment Specialist in the U.S. Private Bank to help bankers win new clients and deepen relationships through investment advisement.

You will conduct investment reviews, develop policy statements, and coordinate with Wealth Advisors to deliver sophisticated solutions for qualified purchasers. A strong track record in wealth management and licenses is essential.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required; must obtain licenses within 90 days if unlicensed.
• Seven+ years of experience in Private Banking or Financial Services.
• Wealth management knowledge including credit, deposits, trust, and financial planning.

Responsibilities

• Conduct investment reviews with clients and prepare product recommendations.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.
• Coordinate sales efforts with Capital Advisors, Trust Officers, and Wealth Advisors.
• Build relationships with internal clients and ensure regulatory compliance.
• Guide junior staff and support the sales team.

Skills

Series 7

Series 66

Insurance licenses

Wealth management knowledge

Education

Bachelor’s degree

MBA or CFA preferred

Job description

JPMorgan Chase is seeking an Investment Specialist in the U.S. Private Bank to help bankers win new clients and deepen relationships through investment advisement.

You will conduct investment reviews, develop policy statements, and coordinate with Wealth Advisors to deliver sophisticated solutions for qualified purchasers. A strong track record in wealth management and licenses is essential.