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

Job Overview U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As an Investment Associate in J.P. Morgan Advisors, you will work in close partnership with the Financial Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. In this role you will be involved in all activities that touch prospective or existing clients. 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 Morgan Wealth Management products and services. Provide 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. Develop marketing strategy and build presentations on behalf of the Financial Advisor(s). Ad Hoc service requests as needed on behalf of the team/clients. Required Qualifications 5 years' experience in Financial Services industry. Bachelor's degree or equivalent experience. Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from 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 our clients. Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations. Preferred Qualifications Able to adapt and stay abreast of changing technology and regulatory policies. Highly proficient user of Word, PowerPoint and Excel. Compensation & Benefits We also offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation. Base Pay: Riverside, CT $77,600.00 - $114,700.00 / year #J-18808-Ljbffr