Top 8 Wealth management associate Jobs in West Grove, Pa

Wealth Management Solutions, Portfolio Management Analyst/Associate
JPMorganChase —Newark, DE
- Full-time
- Mid-level
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Goldman Sachs —Wilmington, DE
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
7d
Registered Client Associate - Citadel Wealth Management
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate or Vice President - Wilmington, DE
Goldman Sachs —Wilmington, DE
- Office
- Bachelor's degree
- Senior level
- Disability insurance
- Health insurance
Non Registered Client Associate - Citadel Wealth Management
Citadel Federal Credit Union —West Chester, PA
- Word processing
- Mid-level
- Office
Quick Apply
Associate Financial Advisor
WSFS Bank —Wilmington, DE
- $77,390.00 - $127,139.75 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
7d
Financial Advisor Associate - Bear, DE
TD Bank —Bear, DE
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Associate Advisor
AlTi Tiedemann Global —Wilmington, DE
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
Quick Apply
11d

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Wealth Management Solutions, Portfolio Management Analyst/Associate

JPMorganChase -
Newark, DE

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Job Details

Full-time

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Finance
Client relationship development
Finance
Bachelor's degree
Investment risk management
Portfolio risk management

Full Job Description

JOB DESCRIPTION

The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios.

Job Responsibilities :

Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
Maintain knowledge of each account's unique requirements and sensitivities
Review and trade portfolios, manage orders and execute trades across managed account business including the following:
Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
Monitoring accounts for model drift and strategy deviation
Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives

Required Qualifications, Skills and Capabilities:

Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA. CFA or progress toward attaining CFA designation preferred, but not required
3-7 years work experience in financial services industry with Private Wealth Management experience preferred
Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
Demonstrated track record of building relationships with internal and external partners
Prior experience operating within a risk framework

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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wealth management associate jobs in west grove, pa

Wealth Management Solutions, Portfolio Management Analyst/Associate

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE

Registered Client Associate - Citadel Wealth Management

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate or Vice President - Wilmington, DE

Non Registered Client Associate - Citadel Wealth Management

Associate Financial Advisor

Financial Advisor Associate - Bear, DE

Associate Advisor

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