J.P. Morgan Advisors
1 week ago
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)
- Ad Hoc service requests as needed on behalf of the team/clients
Required qualifications, capabilities, and skills:
- 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 qualifications, capabilities, and skills:
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
Chase 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 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 TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
-
J.P. Morgan Wealth Management
1 month ago
new york city, United States JP Morgan Chase Full timeThe J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, National Branch and Self-Directed - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorganChase Full time $66,500 - $100,000JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorganChase Full time $66,500 - $100,000JOB DESCRIPTION Join the J.P. Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorgan Chase Full time $71,250 - $115,000The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorgan Chase Full time $71,250 - $115,000The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorganChase Full time $26 - $38JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
J.P. Morgan Wealth Management
1 week ago
New York, United States JPMorganChase Full time $26 - $38JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
J.P. Morgan Wealth Management
1 week ago
New Orleans, United States JPMorganChase Full timeJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
J.P. Morgan Wealth Management
1 week ago
New Orleans, United States JPMorganChase Full timeJOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital...
-
JP Morgan Chase | Asset Management
4 weeks ago
new york city, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....
-
new york city, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management is a leading investment manager for institutions, financial intermediaries, and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few...
-
Asset Management
1 month ago
new york city, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....
-
Asset Management
1 month ago
new york city, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management (JPMAM), a leading global alternatives manager, offers innovative solutions backed by vast resources and robust governance. Our specialized teams design strategies to deliver uncorrelated returns to traditional asset classes, tailored to team member client needs. The Fund Execution Team (FET) seeks a qualified attorney with...
-
new york city, United States JP Morgan Chase Full timeJP Morgan Private Bank is seeking an experienced Executive Director to serve as the Treasurer/Principal Financial Officer for a fund complex within J.P. Morgan Wealth Management. The ideal candidate will have a strong background in fund administration, accounting oversight, and financial reporting, with a proven track record of managing complex fund...
-
Asset Management
1 month ago
new york city, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management, the world's third-largest alternatives manager, offers innovative solutions backed by vast resources and robust governance. Our specialized teams manage alternative investment engines, delivering uncorrelated returns to traditional asset classes. We offer tailored portfolios across the spectrum, including real estate, private...
-
Asset Management
2 weeks ago
New York, NY, United States JP Morgan Chase Full timeJ.P. Morgan Asset Management is the world’s third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management....
-
New York, United States JPMorganChase Full time $170,000 - $285,000JOB DESCRIPTION Within J.P. Morgan Wealth Management, the Growth and Strategy role is an exciting opportunity for a talented, results-driven professional to join the Lending team. This individual is responsible for supporting critical, high-impact initiatives to grow the Wealth Management Lending business. The ideal candidate will be well-versed across...
-
New York, United States JPMorganChase Full time $170,000 - $285,000JOB DESCRIPTION Within J.P. Morgan Wealth Management, the Growth and Strategy role is an exciting opportunity for a talented, results-driven professional to join the Lending team. This individual is responsible for supporting critical, high-impact initiatives to grow the Wealth Management Lending business. The ideal candidate will be well-versed across...
-
Asset Management
1 month ago
New York, NY, United States JP Morgan Chase Full timeThe Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...
-
Asset Management
1 week ago
New York, NY, United States JP Morgan Chase Full timeThe Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a...
