Senior Investment Specialist, Private Banking
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-07-20
Listing for:
Next Frontier Capital
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist who partners with bankers to win new clients and deepen existing relationships by advising on investment solutions.
You will conduct investment reviews, develop policy statements, advise on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to execute complex products. A Bachelor’s degree and licenses (Series 7, 66, Insurance) with 7+ years in private banking or financial services are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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