U.S. Private Bank - Investment Specialist - Associate

What you’d do

Provide investment support by reviewing client objectives, preparing product recommendations, assisting with investment policy statements, and coordinating sales efforts. Full-time position in Los Angeles, CA. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• Series 7, 66 and Insurance licenses required or must obtain within 90 days
• Capital markets or institutional brokerage experience
• Ability to multi-task and manage priorities
• Excellent communication skills