051094-DFW EAST 1
New York, New York
U.S. Private Banker - Investment Specialist - Vice President
Job details
- Location
- New York, New York
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- jpmc.fa.oraclecloud.com
About this role
Bachelor's degree; Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days; 7+ years in Private Banking/Financial Services; wealth management knowledge.
What you'll do at 051094-DFW EAST 1:
- Conduct investment reviews
- Develop investment policy statements
- Close sales of complex investment products
Apply to this U.S. Private Banker - Investment Specialist - Vice President role at 051094-DFW EAST 1 with a tailored resume on ApplyBolt.