VP, Investment Strategy & Client Solutions (UHNW)

Aumni

Florida

On-site

USD 90,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks an Investment Associate to partner with Financial Advisors in proposing, delivering, and executing client solutions.

You will identify new business opportunities and support across a broad product suite and digital tools. The role emphasizes client service, teamwork, and staying current on JP Morgan Wealth Management offerings, with opportunities for professional growth and contribution to

Qualifications

8 years’ experience in Financial Services industry.
Bachelor's degree or equivalent experience.
Series 7 & 66 licenses required on hire or within 180 days.
Must be a self-starter and work independently in a fast-paced environment.
Ability to identify and deliver solutions and communicate effectively with clients.

Responsibilities

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