[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/)

JPMorganChase · Miami, FL

# U.S. Private Bank - Investment Specialist - Associate

Miami, FL, United States Finance & Accounting 

Listed on JPMorganChase’s official careers site. Posted May 15, 2026. Check that it is still open and apply there.
[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210748959)

[OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / U.S. Private Bank - Investment Specialist - Associate

## Job 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 in the U.S. Private Bank, 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, and 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, and 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

## At a glance
- Posted by the employer: May 15, 2026
- First seen by OpenNash: Jul 10, 2026
- Last checked: Oct 13, 2026
- Listed for: 151 days
- Location: Miami, FL, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210748959)

## More jobs at JPMorganChase

### [Investment Advisor [Multiple Positions Available]](https://jobs.opennash.com/companies/jpmorganchase/jobs/03662a917cc5a0ba29bf/)

Miami, FL, United States

### [Investments Business Manager-Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/749e9b234858a4d407bb/)

Miami, FL, United States

### [J.P. Morgan Wealth Management - Vice President, Investment Product Specialist](https://jobs.opennash.com/companies/jpmorganchase/jobs/85b94a6848935164584e/)

Miami, FL, United States

### [Relationship Executive - Mid-Corporate Commercial Banking - Executive Director](https://jobs.opennash.com/companies/jpmorganchase/jobs/2315a0ac0c9806b6496f/)

Miami, FL, United States

### [Asset Management - Offshore Client Advisor - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/647f936fe1542923291a/)

Miami, FL, United States

## Similar jobs at other companies

### [Private Bank Analyst - Portfolio Manager](https://jobs.opennash.com/companies/huntington-bank/jobs/fb157902cb4e21fd3231/)

Huntington Bank · Columbus, OH

### [Private Bank Service Specialist II](https://jobs.opennash.com/companies/huntington-bank/jobs/07005406d64fd781ccd8/)

Huntington Bank · Boardman, OH

### [SVP, Citi Private Bank - Deposit & Treasury Management Sales](https://jobs.opennash.com/companies/citigroup/jobs/02b351a459d3e5971498/)

Citigroup · Beverly Hills California United States

### [Key Private Bank Family Wealth Investment Consultant](https://jobs.opennash.com/companies/keycorp/jobs/c544ced0a74b3e760994/)

KeyCorp · Cleveland, OH

### [Equity Portfolio Manager, US Equities - HSBC Private Bank](https://jobs.opennash.com/companies/hsbc-holdings/jobs/31ddfd1d475c905edaab/)

HSBC Holdings · New York, United States

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)