J.P. Morgan Advisors - Investment Associate - New York, NY
On-site · New York City, New York, United States
Job Summary
Investment Associate within JP Morgan Wealth Management supports Financial Advisors by proposing, delivering, and executing investment solutions, including portfolio construction, asset allocation and security selection, while performing client portfolio reviews and identifying new business opportunities. The role involves market monitoring of conditions, developing marketing presentations, supporting a diverse suite of products and digital offerings, attending product rollouts and research meetings, and delivering solutions for high-net-worth clients; strong communication, independence, and ability to work in a fast-paced environment are required.
Required Qualifications
- Bachelor's degree or equivalent experience
- 5+ years experience in Financial Services
- FINRA Series 7 and 66 licenses (preferred to be obtained within 180 days)
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