U.S. Private Bank - Investment Specialist - Associate

JPMorgan Chase • Seattle, WA • 1d 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 Specialist you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships.

Job Responsibilities

Support investment reviews with clients to validate the clients' current investment objectives

Prepare recommendations of appropriate investment products

Assist with the development of investment policy statements and advice on asset allocation

Build excellent working relationships with internal clients

Support coordination of sales effort with Investors

Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Required Qualifications, Capabilities, Skills

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

Capital markets or institutional brokerage experience

Ability to multi-task and manage priorities effectively

Excellent communication skills

Strong analytical, quantitative, and problem-solving skills

Preferred Qualifications, Capabilities, Skills

Coachable professional with good \"business sense\" and an energetic/dynamic personality

Ability to work both independently and as a team player

Ability to adapt to a rapidly changing business and technology environment

Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases

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

Base Pay/Salary

Seattle,WA $150,000.00 - $160,000.00 / year

Similar Jobs

Audit & Assurance Intern - Data Science - Summer 2026

Deloitte • Seattle, WA • 1d ago

Finance, Accounting & Banking insurance

Do you have a passion for artificial intelligence, machine learning, and data analysis? Do you yearn to have the impact of your work recognized and valued by more than just your development team? If yes, we have just the...

1d ago

Go to Apply

Manager, Science (Investments)

Uber • Seattle, WA • 2d ago

Finance, Accounting & Banking insurance

About the Role Lead a high-performing team of scientists working to optimize Uber's Mobility business. This role will focus on applied and data science to intelligently optimize pricing and incentives allocations globall...

2d ago

Go to Apply

TEKsystems Is Currently Hiring For FULL-TIME Bank Tellers!

TEKsystems • Bremerton, WA • 2d ago

Finance, Accounting & Banking insurance

TEKsystems is currently hiring for FULL-TIME Bank Tellers with a Fortune 100 Financial Institution in the Bremerton, WA area to start this January! ALL CANDIDATES MUST BE LOCATED WITHIN A 30 MILE RADIUS OF BREMERTON, WA!...

2d ago

Go to Apply

Account Manager Lead - Insurance

ALLIANT INSURANCE SERVICES INC • Seattle, WA • 56min ago

Finance, Accounting & Banking

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our client...

56min ago

Go to Apply

Accounting Specialist

Robert Half • Seattle, WA • 1h ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounting Specialist to join our team in Seattle, Washington. This is a contract position designed for a detail-oriented individual with strong expertise in accounts payable...

1h ago

Go to Apply

Accounting Specialist

Robert Half • Seattle, WA • 1h ago

Finance, Accounting & Banking

Description We are looking for an Accounting Specialist to join our team in Seattle, Washington. In this role, you will manage key financial processes and ensure the accuracy of accounting records. The ideal candidate wi...

1h ago

Go to Apply

Administrative Accounting Coordinator

Nucor Steel Auburn, Inc. • Seattle, WA • 8h ago

Finance, Accounting & Banking

Job Details Division: [[division_obj]] Location: [[filter4]], [[filter3]], [[filter2]] Other Available Locations: [[mfield1]] Welcome to Nucor, where our unique culture sets us apart. Joining Nucor means becoming part of...

8h ago

Go to Apply

Accounting Assistant

Robert Half • Bellevue, WA • 15h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounting Assistant to join our team in Bellevue, Washington. This role supports essential accounting functions, ensuring accurate financial transactions and timely repor...

15h ago

Go to Apply

Accounts Payable Clerk

D.R. Horton, Inc. • Kirkland, WA • 15h ago

Finance, Accounting & Banking

D.R. Horton, Inc., the largest homebuilder in the U.S.,*was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed princ...

15h ago

Go to Apply

Tariff Accounting Manager

Paccar Winch Inc. • Bellevue, WA • 19h ago

Finance, Accounting & Banking

Tariff Accounting Manager Apply now » Apply now Apply Now Start applying with LinkedIn Start Please wait... Date: Jan 5, 2026 Location: Bellevue, WA, US, 98004 Company: PACCAR Company Information PACCAR is a Global Fortu...

19h 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.