J. P. Morgan Advisor - Investment Associate - Palm Beach Gardens, FL
JPMorganChase, Florida, NY, United States
Job Overview
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors personalized service and global resources.
As an Investment Associate, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients and in identifying new business opportunities; you will be involved in all activities that touch prospective or existing clients.
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.
Provide 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.
Develop marketing strategy and build presentations on behalf of the Financial Advisor(s).
Complete ad hoc service requests as needed on behalf of the team/clients.
Required Qualifications, Capabilities, and Skills
2 years' experience in Financial Services industry.
Bachelor's degree or equivalent experience.
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
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 deliver 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
Able to adapt and stay abreast of changing technology and regulatory policies.
Highly proficient user of Word, PowerPoint and Excel.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal opportunity employer: We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors personalized service and global resources.
As an Investment Associate, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients and in identifying new business opportunities; you will be involved in all activities that touch prospective or existing clients.
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.
Provide 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.
Develop marketing strategy and build presentations on behalf of the Financial Advisor(s).
Complete ad hoc service requests as needed on behalf of the team/clients.
Required Qualifications, Capabilities, and Skills
2 years' experience in Financial Services industry.
Bachelor's degree or equivalent experience.
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
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 deliver 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
Able to adapt and stay abreast of changing technology and regulatory policies.
Highly proficient user of Word, PowerPoint and Excel.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal opportunity employer: We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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