U.S. Private Bank - Investment Specialist - Associate
Company: JPMorgan Chase & Co.
Location: Miami
Posted on: April 2, 2026
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Job Description:
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
Keywords: JPMorgan Chase & Co., Fort Lauderdale , U.S. Private Bank - Investment Specialist - Associate, Accounting, Auditing , Miami, Florida
