J.P. Morgan Wealth Management - Associate, Liquidity Specialist
On-site · Chicago, Illinois, United States
Job Summary
Associate, Liquidity & Banking Specialist within J.P. Morgan Wealth Management focusing on liquidity management, cash bucketing, and adoption of short-term investment solutions (Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries) and Banking products (Checking, Savings, CDs). Supports senior Liquidity Specialists and Advisors, conducts goals-based discussions to assess client liquidity needs, translates data to support strategy decisions, contributes to awareness campaigns and educational presentations, partners with marketing to develop collateral, and uses Excel and PowerPoint to prepare reports and client/slides for leadership and advisors. Requires Series 7 and 66 licenses, 3+ years in financial services, Bachelor’s degree; preferred investments experience; banking, lending and investment solutions experience a plus.
Required Qualifications
- Series 7, 66 licensed
- 3+ years of financial services experience
- Bachelor’s degree required
- Knowledge of macro interest rate environment
- Diversified wealth management and investment skills
- Strong verbal and written communication skills
- Proficiency in Microsoft Office (Excel, PowerPoint)
Desired Qualifications
- Investments experience strongly preferred
- Banking, lending, and investment solutions experience a plus
- Bachelor’s degree required
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.