JPMorgan Chase
U.S. Private Bank - Investment Specialist - Associate
$150K–$165K
Los Angeles, CA · Full-time · Posted Sep 25, 2026
- Experience
- Capital markets or institutional brokerage experience required; no years specified.
- Education
- Bachelor’s degree required.
About the job
Supports U.S. Private Bank Investors by preparing investment recommendations and helping strengthen client relationships.
What you'll do
- Support client investment reviews and validate investment objectives.
- Prepare investment product recommendations and assist with investment policy statements and asset allocation advice.
- Coordinate sales efforts with Investors and follow securities transaction 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.
- Strong communication, analytical, quantitative, problem-solving, and prioritization skills.
Nice to have
- Coachable, energetic professional with good business sense.
- Teamwork and adaptability; proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet.
Pay
USD $150,000.00-$165,000.00 base salary
Tools
Microsoft Office Suite, Word, Excel, PowerPoint, Internet/Intranet
Model-written summary · the original posting is authoritative