Senior Investment Associate - UHNW Wealth Solutions

JPMorgan Chase & Co.; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for an Investment Associate in J.P. Morgan Advisors, supporting Financial Advisors to propose, deliver, and execute client solutions. You will identify new business opportunities while engaging in activities touching prospective or existing clients.

You will work with a broad set of products and services, including advisory, planning, banking and digital offerings, to deliver tailored investment strategies for high-net-worth clients.

Qualifications

• 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.

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.

Skills

Client communication

Self-starter

Independent work

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. invites applications for an Investment Associate in J.P. Morgan Advisors, supporting Financial Advisors to propose, deliver, and execute client solutions. You will identify new business opportunities while engaging in activities touching prospective or existing clients.

You will work with a broad set of products and services, including advisory, planning, banking and digital offerings, to deliver tailored investment strategies for high-net-worth clients.