UHNW Investment Advisor Associate

JPMorganChase; Dallas (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

J.P. Morgan Advisors is seeking an Investment Associate to collaborate with Financial Advisors on proposing, delivering, and executing investment solutions for clients. You will help identify new business opportunities and support a broad suite of advisor services.

The role emphasizes end-to-end ownership, professional client communication, and the ability to work in a fast-paced, collaborative environment within a leading wealth management organization.

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

Education

Bachelor's degree or equivalent experience

Job description

J.P. Morgan Advisors is seeking an Investment Associate to collaborate with Financial Advisors on proposing, delivering, and executing investment solutions for clients. You will help identify new business opportunities and support a broad suite of advisor services.

The role emphasizes end-to-end ownership, professional client communication, and the ability to work in a fast-paced, collaborative environment within a leading wealth management organization.