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

JPMorgan Chase & Co.; Dallas (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Dallas seeks an Investment Associate for the J.P. Morgan Advisors group. You will partner with Financial Advisors to propose, deliver, and execute investment solutions for clients, while identifying new business opportunities within the existing client base.

The role supports asset allocation decisions, complex investment solutions, and cross-product guidance, assisting in client reviews and digital portfolio applications.

Formación

• 8 years of experience in Financial Services.
• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses required or must be obtained within 180 days of start date.
• Proven ability to work independently in a fast-paced environment.
• Strong client communication and solution delivery.

Responsabilidades

• Advise on portfolio construction and asset allocation with the Financial Advisor.
• Market and implement complex investment solutions for High-Net-Worth clients.
• Identify and pursue new business opportunities from existing clients.
• Stay current on JP Morgan Wealth Management products and services.
• Provide investment support across multiple products and digital platforms.
• Develop marketing materials and presentations for Financial Advisors.
• Handle ad hoc service requests for team and clients.

Descripción del empleo

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 Associatein 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 MorganWealth 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.

Requiredqualifications, 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