Full Job Description
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
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
Series 7 & 66 licenses strongly preferred - successful completion shall be required shortly after employment begins
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