U.S. Private Bank - Investment Professional Associate

JPMorgan Chase • Fort Worth, TX • 4h ago

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job 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

Required Qualifications, Capabilities, and Skills

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 Qualifications, Capabilities, and Skills

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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Security Professional - Bank Location - Unarmed Post

Allied Universal • Irving, TX • 4h ago

Finance, Accounting & Banking

Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative...

4h ago

Go to Apply

Project Controller

The Walsh Group • Irving, TX • 10h ago

Finance, Accounting & Banking

OVERVIEW We are currently seeking a Project Controller for our Water Division in Dallas, TX. As a fourth-generation, family-owned business, Walsh recruits individuals who are seeking a small company feel with a large com...

10h ago

Go to Apply

Regional AVP Finance

AdventHealth • Burleson, TX • 13h ago

Finance, Accounting & Banking

All the benefits and perks you need for you and your family: Benefits from Day One Paid Days Off from Day One Student Loan Repayment Program Career Development Whole Person Wellbeing Resources Mental Health Resources and...

13h ago

Go to Apply

Senior Project Accountant

The Walsh Group • Irving, TX • 17h ago

Finance, Accounting & Banking

OVERVIEW We are currently seeking a Senior Project Accountant for our Water Division in Dallas, Texas. The Senior Accountant manages the accounting for a mega-project and/or multiple large projects. This individual is in...

17h ago

Go to Apply

Loan Sales Specialist

OneMain Financial • Irving, TX • 1d ago

Finance, Accounting & Banking

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitiv...

1d ago

Go to Apply

Commercial Banking Consultant

Accenture • Irving, TX • 1d ago

Finance, Accounting & Banking

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth an...

1d ago

Go to Apply

Commercial Banking Manager

Accenture • Irving, TX • 1d ago

Finance, Accounting & Banking

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth,...

1d ago

Go to Apply

Senior Business Execution Consultant - Data Management Operations - Commercial Banking Operations

Wells Fargo • Irving, TX • 1d ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking a Senior Business Execution Consultant for Data Management Operations within Commercial Banking Operations In this role, you will: Work with Data Management Operations (DMO) teamma...

1d ago

Go to Apply

Innovation and Analytics Audit Manager, VP (Consumer, Small & Business Banking)

Wells Fargo • Irving, TX • 1d ago

Finance, Accounting & Banking

About this role: Wells Fargo is currently seeking an Innovation and Analytics Audit Manager, Vice President to join the Consumer, Small & Business Banking (CSBB) Audit Innovation & Analytics team. This is an indi...

1d ago

Go to Apply

Accounting Manager/Supervisor

Robert Half • Fort Worth, TX • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounting Manager to join our client's first-class team in Fort Worth, Texas. In this role, you will oversee key financial processes, including managing depreciation expense...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.