Job Description: 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. Job Responsibilities: Market and implement investment solutions in accordance with clients' investment objectives Perform special portfolio analysis on products Understand client's investment plan and objectives. Adhere to internal and external policies and procedures regarding securities transactions and code of conduct. Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services 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 Grow new assets by identifying and developing new business opportunities from existing client base Job Requirements: 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 CFA designation preferred (minimum Level II CFA candidate or progress toward CFA designation) Ability to work in a team based environment 3-5 plus years’ experience in Financial Services industry Job Details: Company: J.P. Morgan Vacancy Type: Full Time Job Location: Philadelphia, PA, US Application Deadline: N/A Apply Here careers-trivia.com
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