J.P. Morgan Advisors - Investment Associate - New York, NY
About The Position
The Investment Associate is an integral member of the Financial Advisor’s team, partnering closely with Financial Advisor(s) to propose, deliver, and execute client solutions and identify new business opportunities. The ideal candidate has a strong understanding of market conditions and the global economic outlook. The role supports high-net-worth clients through portfolio construction and reviews, investment solutions, and a broad range of wealth management products and services. The Investment Associate also develops marketing strategies and presentations for Financial Advisor(s), and handles ad hoc service requests on behalf of the team and clients.
Requirements
- At least 5 years of experience in the financial services industry.
- FINRA Series 7 and 66 licenses are required; preferred upon hiring but must be obtained within 180 days of hire.
- Bachelor’s degree or equivalent experience required.
- Proven ability to be a self-starter, own tasks end to end, 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.
- Ability to adapt and stay current with 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; perform regular client portfolio reviews in conjunction with or at the direction of the Financial Advisor.
- Market and implement complex investment solutions that align 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 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 the Financial Advisor(s).
- Handle ad hoc service requests as needed 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
