JPMorgan Chase
U.S. Private Bank - Investment Specialist - Associate
Miami, FL · Full-time · Posted May 15, 2026
- Experience
- Capital markets or institutional brokerage experience required; no duration stated.
- Education
- Bachelor’s degree required.
About the job
Supports U.S. Private Bank Investors with client investment reviews, product recommendations, asset allocation advice, and sales coordination to help win and deepen client relationships.
What you'll do
- Support client investment reviews and validate investment objectives; prepare product recommendations.
- Assist with investment policy statements and asset allocation advice.
- Build internal relationships, coordinate sales efforts with Investors, and follow securities and conduct policies.
What they ask for
- Bachelor’s degree.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Capital markets or institutional brokerage experience.
- Ability to manage priorities, communicate effectively, and apply analytical, quantitative, and problem-solving skills.
Nice to have
- Coachable, energetic professional with business sense; able to work independently and collaboratively.
- Adaptability to a changing business and technology environment; proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
Tools
Microsoft Office Suite, Word, Excel, PowerPoint, Internet/Intranet
Model-written summary · the original posting is authoritative