J. P. Morgan Advisor- Investment Associate - Dallas, TX

Next Frontier Capital; Dallas (TX); On-site; USD 95,000 - 140,000; Full time

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

Financial services

Series 7/66

Self-starter

Client communication

Bachelor's degree

Education

Bachelor's degree or equivalent

Tools

Word/PowerPoint/Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.

As an Investment Associate in J.P. Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. In this role you will be involved in all activities that touch prospective or existing clients.

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:

• 8 years’ experience in Financial Services industry
• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
• 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 deliver 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

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Support Financial Advisors and their clients as a dedicated Investment Associate at J.P. Morgan Advisors