JPMorgan Chase & Co. in Dallas seeks an Investment Specialist to support bankers in winning new clients and deepening relationships by advising on investment solutions.
Responsibilities include investment reviews, asset allocation recommendations, policy statement preparation, and sales coordination with wealth teams. Requires Series 7/66 and insurance licenses within 90 days, a Bachelor's degree, MBA or CFA preferred, and 7+ years’ private banking experience.
#J-18808-LjbffrSenior Private Wealth Investment Advisor in dallas at Unknown Company
This position is listed as full time and onsite.