Investment Specialist - Private Client Services - Milwaukee, WI

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.



Focus 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. REQUIREMENTS


College degree is preferred. 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. An understanding of both comprehensive financial planning and multi-generation wealth transfer strategies, will be important. 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.