U.S. Private Bank - Investment Professional

What you’d do

Perform brokerage trade execution and client advising, manage discretionary account mandates, monitor risk and fee schedules, and handle Alternatives documents. Full-time role requiring coordination with Client Advisors and Team Leader. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Bachelor's Degree
• 1+ years industry experience
• Series 7, 66 and Insurance licenses or obtain within 90 days
• PowerPoint and Excel expertise
• Exceptional follow-up and follow-through skills