Wealth Strategy Investment Associate

Aumni; New York (NY); On-site; USD 90,000 - 170,000; Full time

Job summary

Chase seeks an Investment Associate to join the Financial Advisor team. You will work closely with Financial Advisors to propose, deliver, and execute investment solutions for clients and identify new business opportunities, leveraging a strong understanding of market conditions and the global economy.

The role emphasizes end-to-end ownership, professional client communication, and the ability to stay current with JP Morgan Wealth Management products and services.

Qualifications

• 5+ years in financial services industry.
• FINRA Series 7 and 66 licenses required or must be obtained within 180 days of hire.
• Bachelor's degree or equivalent experience.
• Proven ability to own end-to-end tasks and work independently.
• Proactive delivery of client solutions.
• Strong communication with clients and team members.
• Adapt to changing technology and regulatory policies.
• Highly proficient in Word, PowerPoint and Excel.

Responsibilities

• Advise on portfolio construction and conduct client reviews with the Financial Advisor.
• Market and implement complex investment solutions for High-Net-Worth clients.
• Identify and develop new business opportunities from existing client base.
• Attend product rollouts, ideas calls and research meetings for JPMorgan Wealth Management products.
• Provide investment support across a diverse product suite including Advisor Services, Wealth Planning & Advice, and more.
• Develop marketing strategy and create presentations for Financial Advisor(s).
• Handle ad hoc service requests for the team/clients.

Skills

Financial services experience

FINRA Series 7 & 66 licenses

Bachelor's degree

Self-starter / end-to-end ownership

Client communication skills

Regulatory awareness

MS Office Suite

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Job description

Chase seeks an Investment Associate to join the Financial Advisor team. You will work closely with Financial Advisors to propose, deliver, and execute investment solutions for clients and identify new business opportunities, leveraging a strong understanding of market conditions and the global economy.

The role emphasizes end-to-end ownership, professional client communication, and the ability to stay current with JP Morgan Wealth Management products and services.