Investment Specialist - Private Client Services - Naperville or

JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.



If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.



The Investment Specialist focuses on sales of all investment products to Private Client Services (PCS) customers defined as clients of Trust and Fiduciary, Private Banking and Commercial Banking Groups. This Investment Specialist position will focus on sophisticated investment management solutions for our high net worth and high income clients. Emphasis will be on managed money. The Investment Specialist will service customers from multiple internal bank divisions and maintain a high level of sales and service focus on investment management clients. Review investment goals. Prepare presentations recommending client appropriate investment products. Develop strong working relationships with internal clients. Provide appropriate service to clients based on client need and service requirements. Provide superior service level to manage client attrition. Conduct operations with NASD, SEC, and other regulatory agency guidelines and requirements. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.



As an Investment Specialist, you will be charged with increasing both fee-based and commission-based revenue from an existing book of business. Candidate will be working under an experienced investment representative in a team-based format. Existing network in the Naperville or Wheaton communities a plus. Proven sales and closing skills required. REQUIREMENTS


Candidate should be able to demonstrate a strong track record of sales achievements with an emphasis on profiling skills. An understanding of both comprehensive financial planning and multi-generation wealth transfer strategies is important. Candidate must have the ability to manage data and provide consistent client contact in an organized fashion around the client's financial situation. Bachelors or Masters degree required; CIMA or CFA a plus.

Must possess or obtain NASD Series 7 and 66 (or 63/65 combo) within 90 days of employment.

Typical candidate has 5-7 years experience in investment management, securities or trust industry.

Must possess outstanding verbal, written, and problem solving skills.

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.



JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.