JPMorgan J P Morgan Advisor - Investment Associate New York NY 

United States, New York, New York 

679451833

The Investment Associate is an integral member of the Financial Advisor’s team. An Investment Associate works

Job Responsibilities:

• Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
• Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
• Identify and develop new business opportunities from existing client base
• Attend product rollouts, ideas calls and research meetings to stay current on all JP MorganWealth Management products and services
• Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
• Ad Hoc service requests as needed on behalf of the team/clients

Required qualifications, capabilities, and skills:

• 5 plus years’ experience in Financial Services industry
• FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
• Bachelor's degree or equivalent experience required
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and delivery appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint and Excel