JPMorganChase · 3 days ago
J.P. Morgan Advisors - Investment Associate - New York, NY
New York, NY
Full-time
Onsite
Senior Level
$78K/yr - $115K/yr
5+ years expJPMorganChase is a leading financial services firm helping nearly half of America’s households achieve their financial goals. The Investment Associate will work closely with Financial Advisors to deliver investment solutions, identify new business opportunities, and support high-net-worth clients with their portfolio needs.
Asset ManagementBankingFinancial 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
Certified Public Accountant designation
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint and Excel
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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