J.P. Morgan Wealth Management- Senior Associate, Investments & Advice Team
NEW YORK, NYPosted a month ago
Job summary
Job post source
This job is directly from JPMorganChase
Job overview
The Senior Associate in J.P. Morgan Wealth Management's Investments & Advice Team supports the development and enhancement of advisory programs, delivering client service and strategic guidance to financial advisors.
Responsibilities and impact
The role involves delivering exceptional client service, driving commercial growth, guiding advisors on investment strategies, maintaining expertise in program guidelines, liaising with due diligence teams, and contributing to strategic program development.
Compensation and benefits
The position offers a competitive total rewards package including base salary based on role and experience, potential commission and discretionary incentives, comprehensive health care, retirement plans, childcare backup, tuition reimbursement, and mental health support.
Experience and skills
Candidates must have a Bachelor's degree, at least 5 years in finance, knowledge of asset allocation and portfolio construction, and must obtain SIE, Series 7, and Series 66 licenses within 120 days; advisory background is preferred.
Career development
The job offers opportunities to engage in strategic planning and program enhancement, fostering professional growth within a leading financial services firm.
Work environment and culture
JPMorganChase values diversity and inclusion, emphasizing a supportive environment with accommodations for various needs and a commitment to employee well-being.
Company information
JPMorganChase is a leading financial services firm serving nearly half of U.S. households with a broad range of financial products and a mission to build lifelong customer relationships.
Team overview
The role is within the Consumer & Community Banking division, which provides diverse financial services and leads in credit card sales and deposit growth with a focus on customer satisfaction.
Unique job features
The job uniquely combines client service with strategic advisory program development and offers access to industry-leading platforms and comprehensive benefits.
Company overview
JPMorgan Chase & Co. is a leading global financial services firm that provides a wide range of services including investment banking, financial services for consumers and businesses, financial transaction processing, asset management, and private equity. The company generates revenue through interest income, fees, and commissions from its diverse financial products and services. Founded in 2000 through the merger of J.P. Morgan & Co. and Chase Manhattan Corporation, it has a rich history of mergers and acquisitions that have shaped its current status as a financial powerhouse.
How to land this job
Tailor your resume to highlight your experience in investment advisory, client service excellence, and your knowledge of asset allocation and portfolio construction, as these are central to the Senior Associate role at JPMorganChase Wealth Management.
Emphasize your ability to collaborate with financial advisors and cross-functional teams, showcasing your communication skills and your capacity to drive commercial growth through advisory programs.
Apply through multiple channels including JPMorganChase’s corporate careers site and LinkedIn to maximize your application’s visibility for this position.
Connect on LinkedIn with current members of the Investments & Advice team or Wealth Management division at JPMorganChase; start conversations by referencing recent industry trends, asking about how they approach client advisory challenges, or expressing admiration for JPMorgan’s commitment to innovation in wealth management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'investment advisory,' 'portfolio construction,' 'client service,' 'commercial growth,' 'advisory programs,' and relevant licenses like 'Series 7' and 'Series 66' to improve screening success.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find the best job posting locations, and identify LinkedIn connections to network with, allowing you to focus your energy on interview preparation and skill enhancement.
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