U.S. Private Bank - Associate - Investment Professional jobs in United States
cer-icon
Apply on Employer Site
company-logo

JPMorganChase · 1 week ago

U.S. Private Bank - Associate - Investment Professional

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry Level
money$95K/yr - $120K/yr
date1+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Investment Professional role involves providing daily support to Investors in managing client relationships and coordinating with team members while maintaining confidentiality.

Asset ManagementBankingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis
Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Qualification

Series 7 licenseSeries 66 licenseInsurance licensePowerPoint expertiseExcel expertiseFinancial markets knowledgeFollow-up skillsFollow-through skillsInterpersonal skillsOrganizational skillsDetail-orientedSelf-starter

Required

Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise

Preferred

Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

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

twittertwittertwitter
Glassdoor4.0
company-logo
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.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

leader-logo
Allison Beer
CEO of Card Services and Connected Commerce
linkedin
leader-logo
Dan Mendelson
CEO, Morgan Health
linkedin

Recent News

Sky News
Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS
2026-01-22
PR Newswire
Women Presidents Organization and J.P. Morgan Commercial Banking Open Nominations for the 2026 50 Fastest Growing Women-Owned/Led Companies™
2026-01-20
Private Banker International
JPMorgan sets up dedicated private capital advisory unit
2026-01-19
Company data provided by crunchbase