Chase · 4 months ago
J. P. Morgan Advisor - Investment Associate - New York, NY
277 Park Ave, New York, NY, 10172, US
Full-time
Onsite
Mid, Senior Level
$71K/yr - $100K/yr
5+ years expChase is a prominent financial services firm, and they are seeking an Investment Associate to join their Financial Advisor’s team. The role involves advising on portfolio construction, implementing investment solutions, and identifying new business opportunities while supporting High-Net-Worth clients.
BankingFinancial Services
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
Qualification
Required
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
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint and Excel
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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