Investment Advisor Associate - Wealth Solutions
Next Frontier Capital
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Job summary
J.P. Morgan Advisors seeks an Investment Associate to partner with Financial Advisors in proposing, delivering, and executing investment solutions for clients. You will identify opportunities and support a broad range of JP Morgan Wealth Management products and services.
The role involves client reviews, market strategy development, and collaboration with advisory teams to enhance client outcomes. Strong, proactive communication is essential.
Qualifications
- 8 years’ experience in financial services industry.
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must obtain within 180 days.
- Self-starter with ability to work independently in a fast-paced environment.
- Proactively identify and deliver appropriate solutions for clients.
Responsibilities
- Advise on portfolio construction and conduct client portfolio reviews with the Financial Advisor.
- Market and implement complex investment solutions for High-Net-Worth clients’ objectives.
- Identify and develop new business opportunities from existing client base.
- Attend product rollouts and research meetings to stay current on JP Morgan Wealth Management products.
- Provide investment support across products and digital offerings.
- Develop marketing strategy and build presentations for Financial Advisors.
- Ad hoc service requests as needed on behalf of the team/clients.
Skills
Education
Tools
Job description
J.P. Morgan Advisors seeks an Investment Associate to partner with Financial Advisors in proposing, delivering, and executing investment solutions for clients. You will identify opportunities and support a broad range of JP Morgan Wealth Management products and services.
The role involves client reviews, market strategy development, and collaboration with advisory teams to enhance client outcomes. Strong, proactive communication is essential.
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