J.P. Morgan Advisors - Investment Associate - New York, NYJPMorgan Chase • New York, NY, US

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J.P. Morgan Advisors - Investment Associate - New York, NY

JPMorgan Chase • New York, NY, US

23 hours ago

Job type

Full-time

Job description

Investment Associate

The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.

Job 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

Required qualifications, capabilities, and skills :

5 plus years' experience in Financial Services industry

FINRA Series 7 and 66 licenses required for the position : preferred upon hiring but must be obtained within 180 days of hire

Bachelor's degree or equivalent experience required

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 delivery appropriate solutions that address the needs of our clients

Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills :

Certified Public Accountant designation

Able to adapt and stay abreast of changing technology and regulatory policies

Highly proficient user of Word, PowerPoint and Excel

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Investment Associate • New York, NY, US

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