Wealth Investment Associate: Portfolio & Solutions
JPMorganChase
JPMorganChase is seeking an Investment Associate in Los Angeles. In this role, you will collaborate with Financial Advisors to provide tailored financial solutions for High-Net-Worth clients. Responsibilities include advising on portfolio construction, implementing investment strategies, and identifying new business opportunities. Candidates should have 5 years of relevant experience, a Bachelor's degree, and strong communication skills. The position requires Series 7 & 66 licenses to be obtained within the first 180 days. #J-18808-Ljbffr JPMorganChase
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Investment Associate: Portfolio & Solutions in Los Angeles, CA vacancy
$77.6k - $114.7k
JPMorgan Chase is seeking an Investment Associate in Los Angeles who will collaborate with Financial... ...Advisors to deliver tailored wealth management solutions to high-net-worth clients. Responsibilities include advising on portfolio construction, market implementation...Suggested- ...financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles... ...include analyzing investment objectives, monitoring portfolios, and collaborating with internal teams... ...for integrated wealth management solutions. This role offers a competitive salary...Suggested
- JPMorgan Chase & Co. seeks an Investment Associate in Los Angeles to work closely with Financial... ...Advisors while providing tailored wealth management solutions for high-net-worth clients. This... ...include advising on portfolio construction, marketing investment...SuggestedFull time
$105.27k
Enterprise Portfolio Management Office Solutions Analyst III Job Category: Information Technology Location: Los Angeles, CA, US, 90017 Position Type... ...multiple functions and departments and are enterprise investments in infrastructure and process excellence. Duties Leads...SuggestedFull timeWork at office$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...Suggested$65k - $80.2k
U.S. Bank is looking for a Wealth Management Advisor in Beverly Hills, CA. This role requires... ...strong skills in financial planning, investment strategies, and excellent relationship... ...WMA will deliver tailored investment solutions to affluent clients, ensuring their unique...$150k - $200k
...client service and highly customized investment solutions for high‑net‑worth individuals and their... ...several generations removed from the wealth creators. Our corporate culture is one... ...responsibility of the Vice President, Portfolio Manager (“PM”) is to manage client portfolios...Work at office$95k - $135k
...management firm is seeking an experienced investment associate to underwrite and manage investments... ...committee, and managing existing portfolio investments. Comprehensive benefits and... ...focused on delivering high-quality financial solutions. #J-18808-Ljbffr Monroe Capital LLC$77k - $214k
.../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20... ...digitization and automation Solving complex problems with innovative solutions Mentoring and supporting junior team members Upholding...Full timeH1bLocal area$88.8k - $165.6k
...deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing... ...in underwriting approach and investment rationale.Assist Relationship... ...Treasury / Capital Markets / Wealth specialists as needed to...Contract workPart timeLocal area- Jones Lang LaSalle Incorporated is looking for a Solutions Manager to improve client solutions and operational efficiency. This role requires over 10 years of relevant experience, strong leadership, and project management skills. The ideal candidate possesses a solid background...Work at office
- ...Financial Solutions Advisor Stage I - Registration Candidate At Bank... ..., including a review of investment goals and recommended products... ...interaction with the Merrill Lynch Wealth Management Complex The... ...Customer and Client Focus Portfolio Management Prospecting...Temporary workWork at officeShift workDay shift
Bank of America
Venice, CA2 days ago $85k - $117k
Portfolio Analyst Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals... ...and our Asset Managers and associates in regards to overall asset... ...due diligence on specific investment choices and vendors. Job...- A prominent financial services firm is seeking a Portfolio Analyst in Los Angeles to support Asset Managers by analyzing client portfolios... ...portfolio reviews, and being an integral part of the team's Investment and Annuity Committees. Ideal candidates will possess strong...
- ...diversity and inclusion. Using a broad investment product and thought leadership... ...clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service...
- ...diversity and inclusion. Using a broad investment product and thought leadership platform... ...our clients to offer the best investment solutions to meet their financial needs. Responsibilities... ...and assisting the Advisors with ongoing wealth planning for clients and referral source...
- ...Solutions Analyst Training Program in Private Bank Solutions Analyst... ...business with customized wealth management solutions. As... ...product specialists on an investment solutions team or with a team... ...manage and grow our clients' portfolios Collaborate with various...Full timeSummer workInternshipSummer internshipImmediate startVisa sponsorship
- ...Job Description Global Alternative Investment Solutions is responsible for the selection and monitoring... ...asset manager within an investment portfolio. Managers include multiple asset... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...
$90k
...experienced, hospitality-driven, Senior Portfolio Community Manager whose communities are... ...style - Presents thoughtful solutions to address challenges - Calm and professional... ...is a boutique, full-service, homeowner association management company providing distinctive...Full timeRemote workMonday to FridayPartners Community Management
Los Angeles, CA12 days ago$85k - $110k
...At Apollo, we're a global team of alternative investment managers passionate about delivering uncommon... ...for the trade support, account onboarding, portfolio rebalancing, and client service across Apollo Insurance Solutions Group's ("ISG") investment portfolios. Additional...InternshipWork at officeApollo Inc
El Segundo, CA2 days ago- ...provide comprehensive financial planning and advice to clients, fostering strong relationships while delivering personalized investment solutions. Applicants should have at least two years of relevant experience and possess essential licenses such as Series 7 and Series...
$70.2k - $125k
Overview As a wealth advisor you will work directly... ...comprehensive financial plans and portfolios by conducting research... ...of potential client solutions Cultivate and lead... ...and mentors new associate wealth advisors and client... ...planning and investment software products (eMoney...$70k
The Senior Wealth Advisor is a senior strategic professional who... ...complex judgments and solutions based on sophisticated analytical... ...wide variety of financial and investment services to an Ultra high... ...the effects on the investors' portfolios Recommend changes to the...Full timeWork at office$90k - $100k
...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management to retirement... ...review and update financial plans and portfolios. Educate Participants: Provide financial...Permanent employmentFull timeTemporary workTraineeshipRelocationRelocation package- ...your retirement, managing your investments, or seeking strategies or tips to grow your wealth, our team provides a personalized... ...and then we craft tailored solutions to our clients that deliver real... ...the risk. We offer diversified portfolios that are tailored to your risk...
- WEALTH FOUNDATIONS ADVISOR As an independent, nationally ranked investment advisory firm with offices nationwide, including in Los Angeles... ...strategies, and execute solutions that help individuals and families... ...and confidence. Manage portfolio strategies by monitoring investments...
$75k - $125k
Associates at California Bank & Trust work in a relationship... ...Excellence Awards. Wealth Management is a... ...include personalized investment strategies, financial... ...Investment Management Portfolio Managers/Advanced Planning... ...educate, develop tailored solutions, recommendations, and...Work experience placementWork at officeLocal areaFlexible hours$121.9k - $262.1k
...FUNCTION: The Senior Director, ABL Portfolio Management participates in the execution... ...negative trends early and strategizes best solutions for bank, through maintaining portfolio... ...Third will not be responsible for any associated fee. Fifth Third Bank, National...Fifth Third Bank, N.A.
Los Angeles, CA4 days ago$126.4k - $267.5k
...relationships with strategic wealth clients, driving funded loan... ...profitable manner, managing a portfolio of existing credit relationships... ...Advisors on our credit solutions and risk appetite. Within their... ...the defined Global Wealth and Investment Management risk appetite limits...Work at officeShift workDay shift$150k
A leading wealth management firm in Los Angeles seeks a Wealth Advisor at the SVP level. This role involves... ...Control team to fulfill client needs, manage investment portfolios, and enhance financial planning solutions. Candidates should have over 10 years of experience...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Investment Associate: Portfolio & Solutions. Be the first to apply!
Related searches
- registered investment advisor Los Angeles, CA
- investment consultant Los Angeles, CA
- investment advisor Los Angeles, CA
- investment accountant Los Angeles, CA
- property investment Los Angeles, CA
- investment strategist Los Angeles, CA
- investment sales Los Angeles, CA
- community investment Los Angeles, CA
- investment coordinator Los Angeles, CA
- investment firm Los Angeles, CA