U.S. Private Bank - Investment Professional - Associate
On-site · Dallas, Texas, United States
Job Summary
Investment Professional - Associate supporting U.S. Private Bank clients by consulting on and executing brokerage trades, creating mandates for discretionary accounts, monitoring risk metrics, handling fee schedules and billing, and managing client documentation. Requires Series 7 and 66 licenses and insurance licenses, a Bachelor's degree, >1 year of industry experience, strong follow-through, and proficiency in PowerPoint and Excel; familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC) and interest in financial markets preferred. Must work with a team to provide high-quality client service and accurate account management.
Required Qualifications
- Series 7, 66 and Insurance licenses required
- Bachelor’s Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
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.