J.p. Morgan Advisors - Investment Associate - San Francisco, Ca

As an Investment Associate with J.P. Morgan Advisors, you will use your analytical skills and investment knowledge to work with Wealth Advisors in delivering portfolio solutions to high-net-worth clients. Working with your team, you will become expert in our products and services, identify new business opportunities, grow existing relationships, and advise on portfolio construction.

Job Responsibilities

• Advise on portfolio construction including overall asset allocation, tactical shifts and security selection
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct.
• Market and implement investment solutions in accordance with clients' investment objectives
• Grow new assets by identifying and developing new business opportunities from existing client base
• Work in close partnership with Advisors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
• Understand client's investment plan and objectives and perform special portfolio analysis on products
• Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services

Required Qualifications, Capabilities, And Skills

• Strong knowledge of investment products
• Series 7 & 66 licenses required within 180 days from start
• Ability to work in a team-based environment
• Superior analytical skills; strong computer skills

Preferred Qualifications, Capabilities, And Skills

• 3-5 years of financial services experience preferred
• Ideal candidate has prior experience providing complex investment solutions to high-net-worth families and/or individuals
• Bachelor's degree or equivalent experience preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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

Base Pay/Salary

San Francisco,CA $90,250.00 - $163,000.00 / year