. P. Morgan Advisor -Vice President Investment Associate - Palm Beach Gardens, FL

JP Morgan Chase; Florida; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Advisors seeks an Investment Associate to collaborate with Financial Advisors in proposing, delivering, and executing client solutions. You will engage with both prospective and existing clients across a broad range of investment activities.

Responsibilities include portfolio reviews, asset allocation decisions, and developing new business opportunities from an existing client base within a leading wealth management franchise.

Qualifications

• 8 years’ experience in Financial Services industry.
• Proven ability to be a self-starter and own end-to-end tasks.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Advise on portfolio construction and asset allocation with the Financial Advisor.
• Market and implement investment solutions for High-Net-Worth clients.
• Identify and develop new business opportunities from existing client base.
• Attend product rollouts and research meetings to stay current on Wealth Management products.
• Provide investment support across a diverse suite of products and applications.
• Develop marketing presentations for Financial Advisors.
• Handle ad hoc requests for the team/clients.

Skills

Self-starter

Client communication

Independent worker

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 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.

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