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

JPMorganChase • Palm Beach, FL

5d

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 personalized service and access to 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 related to prospective and existing clients.

Requirements

• Eight years of experience in the financial services industry.
• Bachelor’s degree or equivalent experience.
• Series 7 and 66 licenses upon hire, or successful completion 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 changing technology and regulatory policies and stay abreast of developments.
• 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 in conjunction 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 J.P. Morgan Online and mobile offerings.
• Develop marketing strategy and build presentations on behalf of the Financial Advisor(s).
• Handle ad hoc service requests for the team and clients.

What This Job Offers

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