J. P. Morgan Advisor- Investment Associate - Dallas, TX

JPMorgan Chase & Co. • Dallas, TX

10d • $68,500 - $96,800

About The Position

J.P. Morgan Advisors is the ultra-high-net-worth division of J.P. Morgan Wealth Management, combining dedicated wealth management service with the global resources of a large 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 concerning prospective and existing clients.

Requirements

• Five years of experience in the financial services industry.
• Bachelor’s degree or equivalent experience.
• Series 7 and 66 licenses upon hire, or successfully obtain them within 180 days of the start date.
• 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.

Nice To Haves

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

Responsibilities

• Advise on portfolio construction, including asset allocation, tactical shifts, and security selection; conduct regular client portfolio reviews with or as directed by 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 products and applications, including Advisor Services, Wealth Planning & Advice, goal-based planning, liabilities planning, banking and lending solutions, mortgages, and J.P. Morgan Online and mobile offerings.
• Develop marketing strategy and build presentations on behalf of Financial Advisors.
• Handle ad hoc service requests for the team and clients as needed.

Benefits

• Competitive total rewards package, including base salary; eligible roles may also 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: Mid Level