Private Banking Investment Specialist - Wealth
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Investment Banking, Portfolio & Asset Management
J.P. Morgan's U.S. Private Bank in Dallas seeks an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.
You will conduct reviews, develop policy statements and advise on asset allocation while coordinating with Capital Advisors and Wealth Advisors. Requires Series 7/66 and insurance licenses, a bachelor’s degree, and 7+ years in Private Banking or Financial Services. MBA/CFA preferred.
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- Wealth Growth at Testing Site - JPMC.
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- Wealth Growth role in the description above.
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