. P. Morgan Advisor -Vice President Investment Associate - Palm Beach Gardens, FL

JPMorgan Chase & Co. • Palm Beach Gardens, FL

6d • $81,300 - $139,200

About The Position

J.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, provides U.S.-based clients and their advisors with personalized service and access to the global resources of a major financial firm. The Investment Associate partners closely with Financial Advisors to propose, deliver, and execute client solutions and identify new business opportunities. The role is involved in activities affecting prospective and existing clients.

Requirements

• At least 8 years of experience in the financial services industry.
• Bachelor’s degree or equivalent experience.
• Hold Series 7 and Series 66 licenses upon hire, or successfully obtain them within 180 days of the start date.
• Ability to self-start, own tasks end to end, and work independently in a fast-paced environment.
• Ability to proactively identify and deliver appropriate solutions that address clients’ needs.
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.

Nice To Haves

• Ability to adapt to changing technology and regulatory policies.
• High proficiency in Word, PowerPoint, and Excel.

Responsibilities

• Advise on portfolio construction, including overall asset allocation, tactical shifts, and security selection; conduct regular client portfolio reviews with or at the direction of the Financial Advisor.
• Market and implement complex investment solutions aligned with high-net-worth clients’ investment objectives.
• Identify and develop new business opportunities from the existing client base.
• Attend product rollouts, ideas calls, and research meetings to remain current on J.P. Morgan Wealth Management products and services.
• Provide investment support across products and applications, including Advisor Services, Wealth Planning & Advice, goal-based planning, liabilities planning, banking and lending solutions, mortgages, and digital offerings through J.P. Morgan Online and mobile services.
• Develop marketing strategies and build presentations on behalf of Financial Advisors.
• Handle ad hoc service requests for the team and clients as needed.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior