J.P. Morgan Advisors - Investment Associate - Riverside, CT
Chase
Investment Associate
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.
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 JP Morgan Wealth Management products and services.
- Provides 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.
- Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
- Ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
- 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, capabilities, and skills:
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the J.P. Morgan Advisors - Investment Associate - Riverside, CT in Somerset, NJ vacancy
$75k
## Financial Advisor - PNC Wealth ManagementApplylocations: NJ - Franklin... ...clients meet their savings, investing and retirement goals. Our team... ...and/or investment sales associate, leads the branch team on actions... ...information in our hiring practices. #J-18808-Ljbffr PNC Financial...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a... ...****@*****.***. If you know someone that may be interested, feel free to forward my message to them. Thank you! #J-18808-Ljbffr...Suggested
Prudential Advisors
East Brunswick, NJ3 days ago $48k - $100k
...comprehensive wealth management and investment products and services for... ...guidance. Job Overview Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...growth of our business and the communities we serve. #J-18808-Ljbffr...SuggestedShift workDay shiftBank of America
Princeton, NJ3 days ago- ...of our client work. We are seeking an Associate Wealth Advisor with a strong foundation in financial... ...projections, beneficiary reviews, tax analyses, investment plans, etc. Partner with other... ...of wealth, while providing the confidence to achieve it." #J-18808-Ljbffr...SuggestedFlexible hours
Novi Wealth Partners
Princeton, NJ4 days ago $61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services •... ...program. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr UNAVAILABLESuggestedWork at office- ...decisions. Our team provides a full range of investment and risk management products and services... ...a full-time on-site role for a Financial Advisor at Barnum Financial Group in Iselin, NJ.... ...Planning Investments Finance #J-18808-Ljbffr Barnum Financial Group Tri StateFull time
- # Investment Operations AssociateOneWellAssociateFamily OfficeFull-timeLocationPrinceton... ...matching "Family Office / Associate jobs in Princeton, United... ...is a registered investment advisor offering institutional-... ..., and hedge funds.Apply for this Position #J-18808-Ljbffr...Work at office
InforCapital, partnership
Princeton, NJ16 hours ago $60k - $128k
...Job Description Job Description Job Title: Financial Professional/Financial Advisor Pay and Benefits: $60,000.00 - $128,000.00 per year Benefits: 401(k), 401(k) matching, Dental insurance, Disability insurance, Employee assistance program, Flexible schedule...Work experience placementWork at officeFlexible hours$49.5k - $82.5k
...Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they... ...Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. #J-18808-Ljbffr...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
New Brunswick, NJ1 day ago- ...believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly... ...for our clients— that includes all our associates as well. As a Banking Service... ...preferred. Preferred Experience FIS/IBS (Integrated Banking Solutions). #J-18808-Ljbffr...Work at office
Valley Bank
North Brunswick, NJ4 days ago - ...products, and developing new business opportunities. Ideal candidates will possess strong communication, analytical, and organizational skills. Prior banking experience and a High School diploma are required, while a degree in a relevant field is preferred. #J-18808-Ljbffr...Work at office
Valley Bank
North Brunswick, NJ3 days ago - ...Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. #J-18808-Ljbffr...
Valley National Bancorp
North Brunswick, NJ1 day ago - ...believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly... ...for our clients—that includes all our associates as well. The Relationship Banker is... ...economics or a related field. FIS/IBS (Integrated Banking Solutions). #J-18808-Ljbffr...
Valley Bank
Milltown, NJ1 day ago $99.6k - $184.2k
...enterprise-wide resource allocations, investment choices, drive core... ...strategy and serving as a security advisor to ensure IT systems are... ...to difficult technical issues associated with specific projects.... ...inquire about the status of applications. #J-18808-Ljbffr...Local areaWorldwideFlexible hoursNight shiftBioSpace, Inc.
Plainsboro, NJ4 days ago$100k - $110k
...resume. What You'll Be Doing Support and act as a key strategist and advisor to senior management on departmental initiatives to improve the... ...energy. ClimateTechList gathers 9,000+ job openings from over 523 climate tech companies and updates them daily. #J-18808-Ljbffr...H1bLocal areaRelocationVisa sponsorshipFlexible hoursClearway Energy Group
Princeton, NJ4 days ago$52 - $55 per hour
...reporting and regulatory reporting services to investment companies (including, but not limited to,... ...etc.) and advisers. Serves as trusted advisor to clients by continually assessing... ...hiring, any inquiry of parental leave or lactation accommodation. #J-18808-Ljbffr...Contract workWork at officeLocal areaRussell Tobin
Edison, NJ1 day ago$1,000 per month
...opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this... ...Support for SIE, Series 6, Series 63 registrations (eligibility required) Salary Range USD $500.00 - USD $1,000.00 /Yr. #J-18808-Ljbffr...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Princeton, NJ3 days ago- ...develop tailored financial plans, including: Investment strategies Risk management and insurance... ...plans in client meetings alongside advisors Conduct ongoing reviews and proactively identify... ...client outcomes Competitive base salary + performance-based bonus #J-18808-Ljbffr...
Barnum Financial Group Tri State
Woodbridge, NJ4 days ago $1,000 per month
...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... ...multiple financial strategies-insurance, investments, and annuities-built to reinforce each... ...), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Princeton, NJ1 day ago- ...financial reporting tools. Physical Demands Prolonged periods of sitting at a desk and working at a computer. Standing, walking, visual perception, talking and hearing. Lifting up to 20 lbs. Limited travel to various physical locations domestically. #J-18808-Ljbffr VitaliefRemote workFlexible hours
$75k - $125k
...STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Bridgewater, NJ16 hours ago$140k - $160k
...communications regarding career opportunities by individuals not associated with Fortegra or our recruitment team. Fortegra will only... ...employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr...Temporary workWork visaFortegra
Woodbridge, NJ1 day ago- ...off Vision insurance Job Summary Finance Associate Azend Pharma, a pharmacy consulting and... ...scenario planning for business growth and investment. Uphold strong internal controls and... ...opportunities, and a strong culture of innovation and integrity. #J-18808-Ljbffr Azend PharmaWork at office
- ...effectively. This position requires a minimum qualification of a Bachelor's degree in Computer Science or related field with at least five years of experience in Information Security programs. Knowledge of HIPAA, GLBA, and PCI DSS regulations is essential. #J-18808-Ljbffr...
Rutgers University
New Brunswick, NJ1 day ago $99.4k - $142k
...Strong knowledge of commercial real estate lending, inclusive of investment, owner-occupied and some construction. Proficient in Commercial... ...religion, sex, sexual orientation or any other applicable status protected by state or local law. #J-18808-Ljbffr Provident BankTemporary workLocal areaFlexible hours- ...This is a full-time hybrid role for a Senior Financial Advisor with expertise in Wealth Management and Risk Mitigation at MassMutual... ...comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with...Full timeRemote work
- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial...Full timeWork at officeImmediate startRemote work
- ...Vision insurance Physical setting Office Schedule Monday to Friday Work Location Hybrid remote in Somerville, NJ 08876 Seniority level Entry level Employment type Full-time Job function Administrative Industries Retail Apparel and Fashion #J-18808-Ljbffr MarcolinFull timeWork experience placementWork at officeRemote workMonday to FridayFlexible hours
$200k - $300k
...Job Description Job Description Financial Advisor – Retirement Income Focus Confidential Wealth & Retirement Planning Firm Location: Central New Jersey Employment Type: Full-Time | On-Site Overview A well-established and rapidly growing retirement-...Full timeWork at officeLong distanceAfternoon shift- ...Job Description Job Description Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 200-350K+ Financial Advisors: Stop Chasing Leads. Start Serving Clients. Are you a driven, results‑focused Financial Advisor or Insurance Agent who loves...Live inWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Advisors - Investment Associate - Riverside, CT. Be the first to apply!
