JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
Investment Associate Primary Function:
Understand client's investment plan and objectives.
Work in close partnership with Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
Advise on portfolio construction including overall asset allocation, tactical shifts and security selection
Market and implement investment solutions in accordance with clients' investment objectives
Grow new assets by identifying and developing new business opportunities from existing client base
Perform special portfolio analysis on products
Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
3-5 plus years’ experience in Financial Services industry
Ideal candidate has prior experience providing complex investment solutions to High Net Worth families and/or individuals
FINRA Series 7 and 63 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
Bachelors degree or equivalent experience required
Strong knowledge of investment products
Superior analytical skills; strong computer skills
Ability to work in a team based environment