U.S. Private Bank - Investment Specialist - Vice President

JPMorgan Chase • Los Angeles, CA • 1h 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 in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job 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

Required Qualifications, Capabilities, and 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

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 Qualifications, Capabilities, and Skills

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

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

Los Angeles,CA $161,500.00 - $280,000.00 / year

Similar Jobs

Executive Underwriter, Middle Market General Industries - Los Angeles

The Hartford • Los Angeles, CA • 41min ago

Finance, Accounting & Banking

Executive Underwriter - UW07BD Senior Underwriter - UW08BA Underwriter - UW08BB We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here me...

41min ago

Go to Apply

AI Automation Engineer, Finance & Accounting

Cengage Group • Los Angeles, CA • 1h ago

Finance, Accounting & Banking

We believe in the power and joy of learning At Cengage, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innova...

1h ago

Go to Apply

Business Solutions Architect, Banking

Deloitte • Los Angeles, CA • 1d ago

Finance, Accounting & Banking

Position Summary Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals re...

1d ago

Go to Apply

Payments Product Lead, Banking

Deloitte • Los Angeles, CA • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Personal Banking Officer

Financial Partners Credit Union • Seal Beach, CA • 1d ago

Finance, Accounting & Banking

1717 Seal Beach, CA, USA Pay Range $20.97 - $31.46 per hour Pay Range $20.97 - $31.46 per hour Position Type Full Time Job Description Financial Partners Credit Union, recognized as a Top Workplace by USA Today, the Oran...

1d ago

Go to Apply

Business Banking Sales Manager

U.S. Bank • Woodland Hills, CA • 1d ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

1d ago

Go to Apply

Accountant

Drug Enforcement Administration • Los Angeles, CA • 1d ago

Finance, Accounting & Banking

Summary This position is located in the DEA, Los Angeles, CA Field Division Office. This position(s) primary purpose is to accurately report the financial position of Division business activities for various internal and...

1d ago

Go to Apply

Director of Finance and Accounting

Marriott • Marina Del Rey, CA • 1d ago

Finance, Accounting & Banking

Additional Information Relocation Assistance Available Job Number 26053256 Job Category Finance & Accounting Location The Ritz-Carlton Marina del Rey, 4375 Admiralty Way, Marina Del Rey, California, United States, 90...

1d ago

Go to Apply

Sr Finance Manager

Robert Half • Torrance, CA • 1d ago

Finance, Accounting & Banking

Description Robert Half Management Resources is recruiting for an interim Sr. Finance Manager to support a global healthcare manufacting organization in Torrance, California with high-impact financial leadership across m...

1d ago

Go to Apply

Accounts Payable Clerk

Robert Half • Burbank, CA • 1d ago

Finance, Accounting & Banking

Description We are looking for an Accounts Payable Clerk to join the accounting team on a Long-term Contract basis. In this role, you will help keep daily payables activities running smoothly by reviewing invoices, suppo...

1d ago

Go to Apply

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