Wealth Management Investment Associate

Testing Site - JPMC; Riverside (CT); On-site; USD 100,000 - 140,000; Full time

Job summary

Testing Site - JPMC in Riverside, CT is seeking an Investment Associate to work with Financial Advisors in proposing, delivering, and executing client solutions. You will touch prospective and existing clients and support a range of wealth management services.

In this role, you will help with portfolio construction, asset allocation, and market analysis, while pursuing licenses and contributing to business opportunities within a fast-paced environment.

Qualifications

• 5 years’ experience in Financial Services industry.
• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or within 180 days.

Responsibilities

• Advise on portfolio construction, asset allocation, and security selection; perform regular client reviews with the Financial Advisor.
• Market and implement complex investment solutions for High-Net-Worth clients’ objectives.
• Identify and develop new business opportunities from existing client base.
• Attend product rollouts, idea calls, and research meetings to stay current on JP Morgan Wealth Management products and services.
• Provide investment support across Wealth Management products, including Advisor Services, Wealth Planning & Advice, and digital offerings.
• Develop marketing strategy and build presentations for the Financial Advisor(s).
• Ad Hoc service requests for the team/clients.

Skills

Experience in Financial Services

Self-starter

Client service

Effective communication

Education

Bachelor's degree or equivalent experience

Job description

Testing Site - JPMC in Riverside, CT is seeking an Investment Associate to work with Financial Advisors in proposing, delivering, and executing client solutions. You will touch prospective and existing clients and support a range of wealth management services.

In this role, you will help with portfolio construction, asset allocation, and market analysis, while pursuing licenses and contributing to business opportunities within a fast-paced environment.