U.S. Private Bank – Investment Specialist - Associate
Company: JPMorganChase
Location: Denver
Posted on: April 1, 2026
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Job Description:
Description We are actively looking for exceptionally talented
individuals who are collaborative, confident and motivated to
provide a first-class experience to clients within J.P. Morgan’s
U.S. Private Bank. If you have an entrepreneurial mindset and are
looking to constantly challenge yourself, J.P. Morgan is the place
for you. You will be working alongside a team of talented
colleagues from other markets, businesses and functions to provide
you with the opportunity to take your career to the next level. As
an Investment Specialist you will provide support to Investors in
all facets of their daily business routine with the ultimate goal
of helping Bankers win new clients in addition to deepening and
strengthening existing client relationships. Job 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 Required Qualifications, Capabilities, Skills
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 Qualifications, Capabilities, Skills 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
Keywords: JPMorganChase, Highlands Ranch , U.S. Private Bank – Investment Specialist - Associate, Accounting, Auditing , Denver, Colorado
