J. 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 advisors with personalized service and the resources of a large global financial firm. The Investment Associate works 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.
• 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 clients’ needs.
• Ability to communicate effectively and professionally with clients and team members, including 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, and 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 within 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.
• Develop marketing strategies and build presentations on behalf of the Financial Advisor(s).
• Handle ad hoc service requests for the team and clients.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• 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