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Banking & Finance Financial Services Financial Consultant

Private Banking Investment Specialist

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Chase
Full Time position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Fort Lauderdale is looking for an Investment Professional to support Investors in managing client relationships. This role involves executing trades, creating mandates for discretionary accounts, and closely monitoring financial metrics. Candidates are required to hold Series 7, 66, and Insurance licenses or commit to obtaining them within 90 days. A Bachelor's degree and at least one year of experience in the industry are essential.

This position promises a dynamic work environment with opportunities for growth.
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