JPMorganChase · 2 weeks ago
U.S. Private Bank – Investment Specialist - Associate
1301 2nd Ave, Seattle, WA, 98101, US
Full-time
Onsite
New Grad, Entry Level
$150K/yr - $160K/yrJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Investment Specialist role involves supporting Investors by validating investment objectives, preparing product recommendations, and fostering client relationships to help win new clients as well as deepen existing ones.
Asset ManagementBankingFinancial Services
Responsibilities
Support investment reviews with clients to validate the clients' current investment objectives
Prepare recommendations of appropriate investment products
Assist with the development of investment policy statements and advice on asset allocation
Build excellent working relationships with internal clients
Support coordination of sales effort with Investors
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Qualification
Required
Bachelor's degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Capital markets or institutional brokerage experience
Ability to multi-task and manage priorities effectively
Excellent communication skills
Strong analytical, quantitative, and problem-solving skills
Preferred
Coachable professional with good 'business sense' and an energetic/dynamic personality
Ability to work both independently and as a team player
Ability to adapt to a rapidly changing business and technology environment
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-17
2026-01-16
2026-01-13
Company data provided by crunchbase