JPMorgan Chase
U.S. Private Bank - Investment Professional - Associate
$100K–$135K
Los Angeles, CA · Full-time · Posted Jun 25, 2026
- Experience
- One plus years of industry related experience.
- Education
- Bachelor’s Degree required.
About the job
Provides daily investment and operational support to U.S. Private Bank Investors, including trade execution, account administration, risk monitoring, and client documentation.
What you'll do
- Consult on and execute brokerage trades, review trade blotters, process corrections, and update accounts.
- Create discretionary account mandates and help monitor exceptions, risk metrics, and Client Advisor loadings.
- Submit and monitor fee schedules and billing, and manage alternatives documentation.
What they ask for
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Bachelor’s Degree.
- PowerPoint and Excel expertise.
- One plus years of industry related experience.
Pay
$100,000.00-$135,000.00 USD base salary
Tools
PowerPoint, Excel, Workstation, Connect, DDR/KYC
Model-written summary · the original posting is authoritative