JPMorganChase · 2 hours ago
Wealth Management, Managed Solutions Associate (US Wealth Management)
New York, NY
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Managed Solutions Associate will collaborate with Portfolio Managers and Strategists to develop an understanding of managed solutions, assisting in delivering investment opportunities for private bank clients.
Asset ManagementBankingFinancial Services
No H1B
Responsibilities
Work under the guidance of mentors and a supportive team to help you learn and grow
Come up with innovate ideas to help our business
Take on assignments that directly impact our clients, helping them achieve their business goals
Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
Be part of collaborative team that fosters continual learning across multiple topics including global macroeconomics, capital markets, and tax efficient investing
Identify and deliver an array of solutions, across asset classes, to support our client's needs
Qualification
Required
3 years of experience within Financial Services
Series 7 and Series 63 designations, if not, licenses required within 120 days in the role
Excellent communication and presentation skills
Strong quantitative skills and a passion for investing
Exceptional organizational skills and ability to multitask
High standards of service, including strong initiative, energy and confidence
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
Authorization to work permanently in the U.S
Preferred
Background in financial accounting, financial analysis or mathematics a plus
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
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
Recent News
2026-01-23
2026-01-22
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