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

JPMorgan Chase & Co. • Palm Beach Gardens, FL

10d • $81,300 - $139,200

About The Position

As an Investment Associate in J.P. Morgan Advisors, the ultra-high-net-worth division of J.P. Morgan Wealth Management, you will partner closely with Financial Advisors to propose, deliver, and execute client solutions and identify new business opportunities. The role is involved in activities that touch prospective and existing clients, providing investment support across a broad range of products, planning services, and digital offerings.

Requirements

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

Nice To Haves

• Ability to adapt and stay abreast of changing technology and regulatory policies.
• High proficiency with Word, PowerPoint, and Excel.

Responsibilities

• Advise on portfolio construction, including overall asset allocation, tactical shifts, and security selection.
• Conduct regular client portfolio reviews in conjunction with or at the 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 the existing client base.
• Attend product rollouts, ideas calls, and research meetings to stay current on J.P. Morgan Wealth Management products and services.
• Provide investment support across 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 the Financial Advisor(s).
• Handle ad hoc service requests on behalf of the team and clients.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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