• J. P. Morgan Advisor - Investment Associate

    JPMorgan Chase (New York, NY)


    The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.

    Job Responsibilities:

    + Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor

    + Market and implement complex investment solutions in accordance with High-Net-Worth clients' investment objectives

    + Identify and develop new business opportunities from existing client base

    + Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services

    + Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite

    + Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)

    + Ad Hoc service requests as needed on behalf of the team/clients

    Required qualifications, capabilities, and skills:

    + 5 plus years' experience in Financial Services industry

    + FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire

    + Bachelor's degree or equivalent experience required

    + Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment

    + Proactively identify and delivery appropriate solutions that address the needs of our clients

    + Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

    Preferred qualifications, capabilities, and skills:

    + Able to adapt and stay abreast of changing technology and regulatory policies

    + Highly proficient user of Word, PowerPoint and Excel

     

    JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

     

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

     

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

     

    JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

    Base Pay/Salary

    New York,NY $70,600.00 - $99,700.00