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Investment Solutions Specialist, J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management
The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the J.P. Morgan Wealth Management strategy to J.P. Morgan Advisors. The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes. To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.
Not only will the individual support advisors in positioning solutions through a goals-based lens, but they will have an intimate understanding of the advisors business strategy to offer customized intellect across firm research, investment ideas and vehicles. Collaboration with additional field support members and field leadership will be crucial to success. One must demonstrate a passion for capital markets and the Wealth Management industry (both investments and advice), demonstrate independent initiative and be responsive to the needs of the field.
Job Responsibilities
- Serve as a resource to advisors, as it relates to Investments & Advice. Candidate will be able to articulate the firm's investment views and themes and our strategic and tactical best thinking, J.P. Morgan’s approach to managing wealth along with how to present timely appropriate solutions.
- Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and risks, diversification attributes and return expectations holistically.
- Present on national and regional advisor calls to message advice, and craft written communications sent to all advisors
- Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field feedback and with third party partners/managers to facilitate value added learning or insight for your region when appropriate
- Work directly with national sales leadership to drive new investment flows across all investment products and retain existing business, evaluating flows trends and pivoting focus accordingly.
- Help drive our strategic long term North Star agenda aligned with growth of the enterprise.
- Potential travel to specific office on an as needed basis
Required qualifications, capabilities, and skills
- 5-12 years of relevant investment experience with Series 7
- Self-starter with natural curiosity for the markets and investing and willingness to engage in significant discussions with different views
- Exceptional attention to detail with strong technological skills across various investment tools and Microsoft Office
- Strong team player with a predisposition to sales/service function with advisors and U/HNW clients
- Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences, especially in larger group settings
Preferred qualifications, capabilities, and skills
- Series 66 (may be fulfilled within 6 months of assuming role)
- Advanced credentials: CFA, CIMA, CFP (not required)
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 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.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
