Senior Investment Associate, Wealth Management

JPMorgan Chase; Dallas (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Chase is seeking an Investment Associate within J.P. Morgan Advisors to partner with Financial Advisors in proposing, delivering, and executing solutions for clients; identifying new business opportunities.

In this role you will be involved in all activities that touch prospective or existing clients. As an Investment Associate, you will advise on portfolio construction, implement complex investment solutions for High-Net-Worth clients, and support a diverse suite of products through JP Morgan

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

Financial Services experience

Series 7

Series 66

Self-starter

Client communication

End-to-end ownership

Problem solving

Industry knowledge

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

Chase is seeking an Investment Associate within J.P. Morgan Advisors to partner with Financial Advisors in proposing, delivering, and executing solutions for clients; identifying new business opportunities.

In this role you will be involved in all activities that touch prospective or existing clients. As an Investment Associate, you will advise on portfolio construction, implement complex investment solutions for High-Net-Worth clients, and support a diverse suite of products through JP Morgan