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J.P. Morgan Advisors - Investment Associate - San Francisco, CA

JPMorgan Chase & Co.

JPMorgan Chase & Co.

Accounting & Finance
San Francisco, CA, USA
Posted on Wednesday, June 5, 2024

Job Description

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 are an integral member of the Financial Advisor’s team. You work in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. You will have a strong understanding of market conditions and global economic outlook.

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
  • Provide 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
  • Develop marketing strategy and builds presentations on behalf of the Financial Advisor(s)
  • Provide Ad Hoc service requests as needed on behalf of the team/clients

Required qualifications, capabilities, and skills:

  • 5+ years’ experience in Financial Services industry
  • FINRA Series 7 and 66 licenses upon hire or must be obtained within 180 days of hire
  • Bachelor's degree or equivalent experience
  • Proven ability to be a self-starter and 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 qualifications, capabilities, and skills:

  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint and Excel