This job has closed.

JPMorganChase · 4 days ago

J.P. Morgan Advisors - Investment Associate - Riverside, CT

Riverside, CT

Full-time

Onsite

Mid, Senior Level

$78K/yr - $115K/yr

5+ years exp

JPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Investment Associate in J.P. Morgan Advisors, you will work closely with Financial Advisors to propose and execute customized investment solutions for clients while identifying new business opportunities.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Financial Services experienceSeries 7 & 66 licensesPortfolio constructionInvestment solutionsWordPowerPointExcelEffective communicationSelf-starterAdaptability

Required

5 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

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

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

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)