Investment Associate - Wealth Advisory & Portfolio

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Investment Associate to join the Financial Advisor team within Wealth Management. You will help propose, deliver, and execute client solutions while identifying new business opportunities.

The role requires market insight, the ability to work closely with advisors, and strong communication with clients. You will manage asset allocation, ongoing reviews, and support a broad suite of investment products.

Qualifications

• Bachelor's degree or equivalent experience required.
• FINRA Series 7 and 66 licenses required or to be obtained within 180 days.
• Strong self-starter, end-to-end ownership of tasks.
• Proven ability to work independently in a fast-paced environment.
• Ability to communicate effectively with clients and team members.
• Able to adapt to changing technology and regulatory policies.
• Highly proficient in Word, PowerPoint and Excel.

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.
• Identify and develop new business opportunities from existing client base.
• Attend product rollouts, idea calls and research meetings to stay current on JPMorgan Wealth Management products.
• Provide investment support across Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings.
• 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.

Skills

FINRA Series 7 & 66

Client communication

Self-starter / end-to-end ownership

Independent fast-paced work

Regulatory adaptability

MS Word, PowerPoint, Excel

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. in New York seeks an Investment Associate to join the Financial Advisor team within Wealth Management. You will help propose, deliver, and execute client solutions while identifying new business opportunities.

The role requires market insight, the ability to work closely with advisors, and strong communication with clients. You will manage asset allocation, ongoing reviews, and support a broad suite of investment products.