J.P. Morgan Wealth Management
5 days ago
The mission of . Morgan Wealth Management’s (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice. The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.The I&A Team is seeking a dynamic Vice President to join our Advisory Specialists group. This role is crucial in driving the development and enhancement of . Morgan Advisors (JPMA) Advisory Programs, including Portfolio Manager (PM), Portfolio Advisor (PA), Customized Bond Portfolios (CBP), JPMorgan Core Advisory Portfolio (JPMCAP), Strategic Investment Services (STRATIS), Investment Counseling Service (ICS), and Unified Managed Account (UMA).Job ResponsibilitiesDeliver exceptional client service while driving commercial growth within the JPMA Advisory business.Provide comprehensive guidance to Advisors on advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.Required Qualifications, Capabilities and SkillsBachelor's DegreeStrong knowledge of Asset Allocation and Portfolio ConstructionSIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days) 8+ years in financial services industry with 6+ years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives) Self- starter with the ability to advance on own.Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities. Exceptional verbal and written communication skills. Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment. Preferred qualifications, capabilities, and skillsCFA is preferred. Sales background is preferred.Experience in Portfolio Construction and Risk management of portfolios
-
J.P. Morgan Wealth Management
6 days ago
New York, New York, United States Chase Full timeDescriptionWealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and their entities (operating businesses, private foundations, trusts, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple...
-
J.P. Morgan Wealth Management
1 week ago
New York, New York, United States JPMorgan Chase Full time $120,000 - $180,000 per yearAt J.P. Morgan Wealth Management, we are committed to supporting clients throughout their wealth journey. This includes working to understand and adapt to our client's evolving needs and complexities with precision and care. Our objective is for clients to have access to the best advice and service that J.P. Morgan offers, across each of our market...
-
J.P. Morgan Wealth Management
4 days ago
New York, New York, United States JPMorgan Chase Full timeThe 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
6 days ago
New York, New York, 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 technology,...
-
New York, United States Chase Full timeSenior Associate, Strategy And Business OperationsJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal...
-
New York, United States JPMorgan Chase Full timeSenior Associate, Strategy And Business OperationsJ.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal...
-
New York, United States JPMorganChase Full timeJ.P. Morgan Wealth Management – Market Director of Wealth - Brooklyn Join to apply for the J.P. Morgan Wealth Management – Market Director of Wealth - Brooklyn role at JPMorganChase Base pay range $205,000.00/yr - $300,000.00/yr Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...
-
J.P. Morgan Wealth Management
2 weeks ago
New York, New York, United States JPMorgan Chase Full time $150,000 - $200,000 per yearThe Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth...
-
J.P. Morgan Wealth Management
2 weeks ago
New York, United States JPMorgan Chase Full timePrivate Client Investment AssociateAt 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...
-
New York, United States JPMorgan Chase & Co. Full timeAt 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 technology, you will be...
