U.S. Private Bank – Investment Professional – Associate
On-site · Denver, Colorado, United States
Job Summary
Investment Professional – Associate in J.P. Morgan’s U.S. Private Bank supporting client relationships and executing brokerage trades, creating mandates for discretionary accounts, monitoring risk metrics with the team, submitting and monitoring fee schedules, and managing alternatives documents. Requires Series 7/66 and Insurance licenses (licenses must be obtained within 90 days if not licensed), a Bachelor's degree, and 1-2 years of industry experience. Strong follow-up, advanced PowerPoint and Excel skills, familiarity with JP Morgan Private Bank systems (Workstation, Connect, DDR/KYC or ability to learn), and a solid interest in financial markets. Excellent interpersonal, organizational, and detail-oriented capabilities are essential.
Required Qualifications
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
- Bachelor’s Degree required
- 1-2 years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
- 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
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