[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 · Tampa, FL # U.S. Private Bank - Investment Professional - Associate Tampa, FL, United States Finance & Accounting Listed on JPMorganChase’s official careers site. Posted September 28, 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/210767254) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / U.S. Private Bank - Investment Professional - 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 Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. ### Job Responsibilities - Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates - Create mandates for discretionary accounts - Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. - Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date - Bachelor’s Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise - Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts - Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy Preferred Qualifications, Capabilities, and Skills - Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy ## At a glance - Posted by the employer: Sep 28, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 20, 2026 - Listed for: 102 days - Location: Tampa, FL, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210767254) ## More jobs at JPMorganChase ### [Alternative Funds -Financial Reporting - Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/0b912180adc3be8d5370/) Tampa, FL, United States ### [Auto - Credit Verification Specialist I (Bilingual-English/Spanish)](https://jobs.opennash.com/companies/jpmorganchase/jobs/a09c13af6d70bede5bbd/) Tampa, FL, United States ### [Commercial Banker - Emerging Middle Market Commercial Banking - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/089cf4dfcefa6e1a9e97/) Tampa, FL, United States ### [Credit Card Collections Specialist II Bilingual English and Spanish Required](https://jobs.opennash.com/companies/jpmorganchase/jobs/2eebddd89ebf17ac4ed3/) Tampa, FL, United States ### [Hedge Fund Services - Financial Reporting - Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/82d4793ffa0d353f5e10/) Tampa, 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. 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