About this opportunity
JPMorgan Chase & Co. lists this Senior Private Wealth Investment Advisor opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase & Co. in Dallas seeks an Investment Specialist to support bankers in winning new clients and deepening relationships by advising on investment solutions.
Responsibilities include investment reviews, asset allocation recommendations, policy statement preparation, and sales coordination with wealth teams. Requires Series 7/66 and insurance licenses within 90 days, a Bachelor's degree, MBA or CFA preferred, and 7+ years’ private banking experience.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.