Friday , September 29 2023

JPMorgan Chase Careers – Investment Associate

Website J.P. Morgan

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

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