Investment Associate, Nyc (J.p. Morgan Advisors)

JPMorgan Chase & Co . (NYSE: JPM) 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. 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 J.P. Morgan 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 Advisors, Digital Wealth Management, National Branch 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.

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.

Qualifications

• 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 66 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $66,500.00 - $90,000.00