U.S. Private Bank - Investment Professional

Overview

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, and will provide integral daily support to Investors in managing client relationships while maintaining a high level of confidentiality.

• Consult on and execute brokerage trades, including advising the client on trade execution, placing trades, reviewing brokerage trades and comparing paper blotter to trade blotter daily, submitting cancel/corrects, and making account updates.
• Create mandates for discretionary accounts.
• Monitor exceptions and work with Client Advisors to conduct 'what‑if' scenario‑based analysis, and work with Team Leader to monitor risk metrics across the team.
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing.
• Manage alternatives documents, including submission, monitoring and working with clients to complete/correct.

• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.
• Bachelor's Degree required.
• One plus year of industry‑related experience.
• Exceptional follow‑up and follow‑through skills.
• PowerPoint and Excel expertise.
• Familiarity with JPMorgan 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.

• Familiarity with JPMorgan 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. We also provide 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 are an equal opportunity employer and place a high value on diversity and inclusion. 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.