Chase Bank

Private Client Investment Associate

Chase Bank

Orlando, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Chase Bank, our Private Client Investment Associates are a key part of our team. Our associates bring a wealth of knowledge and experience to our clients, helping them to meet their financial goals. We are seeking an experienced, highly motivated individual to join our team and help our clients to achieve their financial aspirations.The ideal candidate will have a minimum of 3 years of experience in investment advisory services, with a focus on private wealth management. They must possess excellent communication skills and the ability to build strong relationships with clients. In addition, they should possess strong financial analysis skills, with the ability to analyze complex financial data, and the ability to provide guidance on investment decisions. The ideal candidate will also be organized, detail-oriented, and have the ability to multi-task. They must have the ability to think quickly and problem solve, as well as the ability to maintain a professional, yet personable, demeanor at all times.

Where is this job?
This job is located at Orlando, FL, USA
Job Qualifications
  • Strong Analytical Skills

  • Proven Track Record Of Success

  • Cfa Or Cfp Certification

  • Excellent Interpersonal Skills

  • Degree In Finance Or Accounting

  • Understanding Of Investment Products And Services

  • Knowledge Of Regulatory Requirements

  • Superior Organizational Skills

Required Skills
  • Risk Management

  • Accounting

  • Networking

  • Communication

  • Problem Solving

  • Client Service

  • Researching

  • Financing

  • Portfolio Management

  • Regulatory compliance

  • Trading

  • Investing

  • Negotiating

  • Analyzing

  • Tax Planning

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Investment Associate in Orlando, FL, USA is $41,000 to $60,000 per year. This range is based on salaries reported by private financial advisors in the Orlando area.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 3rd, 2023
Apply BeforeJanuary 14th, 2026
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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