Investment Associate — Partner with Advisors to Grow Portfolios
$77.6k - $114.7kJPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A. is seeking an Investment Associate to work closely with Financial Advisors. You will be responsible for advising on portfolio construction, implementing investment solutions, and identifying new business opportunities among clients. This role requires 5 years' experience in financial services and a Bachelor's degree or equivalent. The position offers a competitive salary ranging from $77,600 to $114,700 annually, alongside professional growth opportunities. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investment Associate — Partner with Advisors to Grow Portfolios in Greenwich, CT vacancy
- The Wealth Relationship Advisor SAFE Act is a seasoned... ...and variable issues with substantial potential... ...generated through business partners and recommend the best... ...and provide investment advice to clients through... ...referral opportunities to grow portfolio. Refer opportunities...SuggestedWork at office
$77.6k - $114.7k
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... ...Job Responsibilities Advise on portfolio construction including overall...SuggestedShift work- ...based clients and their advisors the personalized... ...specific needs. As an Investment Associate in J.P. Morgan Advisors... ...in close partnership with the Financial Advisors... ...Responsibilities Advise on portfolio construction including... ...nonprofits and cities grow, delivering solutions...SuggestedShift work
$115k - $200k
...of the Travel Cobrand portfolios. You will be responsible... ...reporting and analysis with primary accountability... ...requirements based upon partner obligations or preferences... ..., while continuing to grow the portfolio Work... ...requirement is met, the associate will have a minimum 6...SuggestedPart timeWork experience placementImmediate startWork from homeVisa sponsorshipWork visaMonday to FridaySynchrony Financial
Stamford, CT19 hours ago- U.S. Bank is seeking a Wealth Management Advisor in Greenwich, CT. This role requires meeting with affluent clients to assess their financial needs and deliver tailored investment and insurance strategies. Candidates should have a bachelor’s degree, relevant financial...SuggestedFlexible hours
- ...goals while supporting advisors and employees to reach... .... This position is with an Ameriprise Financial... ...high‑performing, fast‑growing practice, we specialize... ...financial planning, investment management, and estate... ...assist the firm’s founding partners in managing...Full timeTraineeship
- ...Actively source, deepen, grow and retain client... ...distinctive and personalized investment advice, covering a wide... ...prospective clients with a focus on analyzing objectives... ...of the Financial Advisor team to increase assets... ...sales process to partner with clients to review...Work at office
$80k - $90k
...management and investment products and services... ...'s Financial Advisors and Wealth Management Client Associates help clients... ...relationship with their advisory... ...experience to promote portfolio growth. The... ...your success. Grow your business... ...and investment partners. Connect to all...Interim roleWork at officeLocal areaImmediate startShift workDay shift$120k - $140k
Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full... ...planning and investment management, working closely with them on retirement planning... ...to continuously learn, grow, and mentor junior team... ...system. Rebalance client portfolios based on planner’s criteria...Full time$50k - $70k
Associate Financial Advisor White Plains, NY | In-Office Bhashyam... ...to join our growing team. This role... ...working closely with the lead advisor... ...What You’ll Do Partner with the lead... ...tolerance Conduct portfolio reviews,... ...deliverables Execute investment transactions including...Private practiceWork at officeVisa sponsorship- ...Description Financial Advisor Position Opportunity... ...-service, national investment banking firm with a 43-year history of... ...As we continue to grow, we are seeking established... ...team, including: Portfolio managers and... .... / Alliance Global Partners is a regional investment...TraineeshipWork at office
Alliance Global Partners
Stamford, CT27 days ago $109.94k - $186.76k
Financial Advisor page is loaded## Financial Advisorlocations: Greenwich... ..., expertise, and integrity. With more than 130 years of... ...financial experience and over 22,000 partners, we serve the world’s most... ...broad knowledge of the investment markets and terminology to inform...Flexible hours- ...identification.* Experience selling investments and providing financial plans... ...client documents* Ability to partner and promote lead generation*... ...clients are provided with a planning experience* Effectively... ...opportunities within your portfolio and network to refer business...Work at office
- ...Team. Job Title: Enterprise Portfolio Manager Location(s): White Plains... ...program resources engaged with all initiatives within the... ...cycle of project and program investments and initiatives to optimally... ...differences and build consensus among partners. Comfortable working in a “...Work experience placement
- ...Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist founding partners in managing client relationships. This full-time role... ...will manage a client book and collaborate closely with advisors on financial planning strategies. Opportunity...Full timeTraineeship
- ...providing a wide range of investment banking, securities,... ...to learn, to achieve and grow. A philosophy that balances... ...Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to...Full timeTemporary workWork at officeWorldwide
$58k - $115k
...Investment Solutions Marketing Team Position Morgan Stanley is a... ...people to learn, to achieve and grow. The Investment Solutions... ...The team positions Financial Advisors and sales teams to win and retain... ...efficacy. We actively partner with field leadership, sales and business...Temporary workWork at officeFlexible hoursMorgan Stanley
Purchase, NY1 day ago$100k - $130k
...Job Overview – Investment Operations Associate (Private Equity) Compensation: $100,000 – $130,000/year... ...supporting investment data management, portfolio reporting, and fund operations... ...Onboarding & Portfolio Data Management: Partner with deal teams to onboard investments,...Monday to FridayAtlantic Group
Greenwich, CT4 days ago$120k - $175k
...commercialization of our Alternative Investments platform across private wealth channels. This role partners closely with Distribution, ISG and... ..., and deliver compelling advisor engagement programs.... ...Research insights and model portfolios, ensuring they are integrated...Full timeWork at officeRemote workiCapital
Greenwich, CT4 days ago- ...Financial Advisor At Corebridge Financial, we believe action... ...everything. That's why every day we partner with financial professionals and... ...role is deemed a "covered associate" under SEC Rule 206(4)-5, 17... ...contributions by certain investment advisers, and other federal...Local areaImmediate startRemote work
Corebridge Financial
White Plains, NY4 days ago - ...everything. That's why every day we partner with financial professionals and... ...working as a Financial Advisor.* A proven and successful... ...This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17... ...contributions by certain investment advisers, and other federal...Local areaImmediate startRemote workRelocation
Corebridge Financial, Inc.
White Plains, NY2 days ago - AQR Capital Management AQR is a global investment firm built at the intersection of financial... ...and an innovator in traditional portfolio management since 1998. At AQR, our employees... ...through daily collaboration and interaction with employees at all levels, in workshops...Full timeSummer workInternship
$120k - $202.5k
...experienced, highly motivated Portfolio Manager (Co‑PM) to join our... ...opportunity to contribute directly to investment outcomes within a... ...strategies (growth and core funds), with shared responsibility for... ...full potential. As an essential partner in our shared success, you’ll...Full timeTemporary workWork at officeFlexible hours$125k - $150k
...Executive Assistant in Greenwich, Connecticut, to support a senior Portfolio Manager. This role involves managing calendars, coordinating... ...15+ years of relevant experience, possess a Bachelor's degree with a minimum 3.0 GPA, and thrive in a fast-paced environment. The...$57k - $115k
...Investment Advisory Program Manager Morgan Stanley Wealth Management... ...is a leader in the industry, with over $2 trillion in assets... ...and products that Financial Advisors use to manage client accounts... ...improvements with internal and external partners. Ensure compliance with...Temporary workMorgan Stanley
Purchase, NY23 hours ago$25 - $29.61 per hour
...engagement, and career development, with flexibility based on role-... ...with opportunities to learn, grow, and make an impact. Join us!... ...referrals to appropriate internal partners based on client needs Partners... ...coaching to financial center associates regarding delivery of an...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- AQR Capital Management is seeking a Portfolio Implementation, Trading and Financing Summer Analyst in Greenwich... ...10-week program allows interns to work closely with industry leaders, developing skills in quantitative investing and financial markets. Applicants should be...Summer workInternship
$105k - $140k
...providing a wide range of investment banking, securities,... ...to learn, to achieve and grow. A philosophy that balances... ...Investment Officer (“OCIO”) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to...Full timeTemporary workWork at officeWorldwide$109.94k - $186.76k
...recognized, award-winning financial institution with a history of operation since 1889. We provide... ...target profiles. Utilize broad knowledge of investment markets and terminology to inform and educate clients and partners about various strategies, particularly around...Flexible hours$61k - $250k
...Mutual in White Plains is seeking financial advisors to help clients achieve their financial... ...training and support, enabling them to grow their client base and manage tailored financial... ...potential ranges from $61K to $250K, with performance-based compensation and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Associate — Partner with Advisors to Grow Portfolios. Be the first to apply!
Related searches
- partners healthcare Greenwich, CT
- marketing partner Greenwich, CT
- partner sales Greenwich, CT
- investment accountant Greenwich, CT
- community investment Greenwich, CT
- investment firm Greenwich, CT
- investment Greenwich, CT
- investment operations Greenwich, CT
- investment intern (private equity) Greenwich, CT
- junior investment advisor