J.P. Morgan Advisors - Investment Associate - Riverside, CT

Investment Associate – J.P. Morgan Advisors As an Investment Associate at J.P. Morgan Advisors, you will work in close partnership with Financial Advisors to propose, deliver, and execute solutions for clients, as well as identify new business opportunities. 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 J.P. Morgan Wealth Management products and services. Provide investment support across a diverse suite of products and applications, including Advisor Services, Wealth Planning & Advice, Goal‑Based planning, liabilities planning, banking & lending solutions, mortgages, and digital offerings through J.P. Morgan Online and mobile suite. Develop marketing strategy and build presentations on behalf of the Financial Advisor(s). Handle ad‑hoc service requests as needed on behalf of the team/clients. Required Qualifications, Capabilities, and Skills 5 years' experience in the financial services industry. Bachelor's degree or equivalent experience. Series 7 & 66 licenses upon hire or required to obtain within 180 days of start date. 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 deliver appropriate solutions that address the needs of 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. 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. Base Pay/Salary: Riverside, CT $77,600.00 – $114,700.00 per year. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.