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Senior Investment Specialist & VP, Wealth Advisory
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-05-10
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-05-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A global financial institution is looking for an experienced Investment Specialist in New York City. In this role, you will be responsible for assisting the Banker in acquiring new clients and enhancing existing relationships through expert investment advisement. The ideal candidate must have over ten years in the financial services sector, relevant licenses, and exceptional sales capabilities. This position requires a collaborative approach and the ability to guide both clients and junior staff effectively.
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Position Requirements
10+ Years
work experience
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