JPMorganChase · 1 day ago
U.S. Private Bank - Investment Specialist - Vice President
Garden City, NY
Full-time
Onsite
Mid, Senior Level
$170K/yr - $285K/yr
7+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and clients. As an Investment Specialist in the U.S. Private Bank, you will help bankers win new clients and strengthen existing relationships by advising on investment solutions and conducting investment reviews.
Asset ManagementBankingFinancial Services
Responsibilities
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
Develop investment policy statements and advise on asset allocation
Closes sales of complex investment products
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
Build excellent working relationships with internal clients
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Provide guidance to junior staff
Qualification
Required
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
Seven plus years of experience in Private Banking or Financial Services industry
Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred
MBA or CFA preferred
Prior experience providing complex investment solutions to individuals
In depth experience and/or knowledge of hedge funds, private equity and alternative investments
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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