Energetic and entrepreneurial business builder who thrives and excels in a competitive industry
Proactive, takes initiative, and uses critical thinking to solve problems
Focuses on the client experience and works tirelessly on the client’s behalf
Proven sales success and strong business acumen
Dynamic and credible professional who communicates with clarity and has exceptional presentation
Demonstrates strong organizational skills and applies a disciplined and organized approach
throughout their business
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking
Experience with and in-depth knowledge of the equity and fixed income markets and alternative
investments, including Hedge Funds, Private Equity and Real Estate
Six plus years of work experience; Private Banking or Financial Services industry preferred
Bachelors degree required; MBA, JD, CFA, or CFP preferred
Series 7 & 63 licenses required for position; however, unlicensed candidates considered but
required to obtain licenses within 120 days of start date
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The firm invites all interested and qualified candidates to apply for employment opportunities.
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.