VP, Investment Strategy & Wealth Solutions

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 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.