J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As an Investment Associate in J.P. Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. In this role you will be involved in all activities that touch prospective or existing clients.
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)
- 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
About UsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
About the TeamSkills Required
- At least 2 years of experience in the financial services industry
- Bachelor's degree or equivalent experience
- Series 7 license upon hire or successful completion within 180 days of start date
- Series 66 license upon hire or successful completion within 180 days of start date
- Ability to work independently and take end-to-end ownership of tasks in a fast-paced environment
- Ability to identify and deliver appropriate client solutions
- Effective communication with clients and team members while maintaining professionalism in difficult situations
- Ability to adapt to changing technology and regulatory policies
- High proficiency in Microsoft Word, PowerPoint, and Excel
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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