J. P. Morgan Advisor - Investment Associate - New York, NY

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Private Bank, we are seeking a dedicated J.P. Morgan Advisor - Investment Associate to join our elite team in New York, NY. As part of an exclusive group of Wealth Advisors, you will play a pivotal role in helping high net worth individuals and families build, preserve, and grow their wealth through tailored investment solutions. This position within the Client Advisory category offers the opportunity to work in one of the world's leading financial institutions, leveraging J.P. Morgan's global resources, cutting-edge research, and innovative products to deliver exceptional value to clients. You will support advisors in crafting sophisticated strategies that encompass equities, fixed income, alternatives, and sustainable investing, all while navigating the complexities of the New York financial landscape. In this role, you will engage directly with clients to understand their unique financial objectives, from multi-generational wealth transfer to philanthropic goals, and contribute to the creation of holistic wealth management plans. Responsibilities include conducting in-depth portfolio reviews, preparing detailed investment recommendations, and collaborating with cross-functional teams across J.P. Morgan's Private Bank, Asset Management, and Investment Banking divisions. You will also ensure adherence to the highest standards of regulatory compliance and client confidentiality, embodying J.P. Morgan's commitment to integrity and excellence in every interaction. This position is ideal for a motivated professional passionate about the financial services industry, offering substantial growth potential within J.P. Morgan Chase. With access to world-class training, mentorship from seasoned advisors, and exposure to ultra-high net worth clientele, you will develop expertise that positions you for future leadership roles. Join us in New York, where innovation meets tradition in wealth management, and help shape the financial futures of our most valued clients.

Key Responsibilities

• Collaborate with J.P. Morgan Advisors to develop and implement customized investment strategies for high net worth clients
• Conduct client meetings to assess financial goals, risk tolerance, and investment needs
• Prepare investment proposals, portfolio analyses, and performance reports using J.P. Morgan's proprietary tools
• Monitor client portfolios and recommend adjustments based on market conditions and client objectives
• Assist in estate planning, tax optimization, and alternative investment opportunities
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Build and maintain long-term relationships with clients and their families to foster loyalty and referrals
• Support the team in business development efforts, including prospecting and client onboarding
• Analyze market trends and economic data to provide informed insights to advisors and clients
• Coordinate with internal J.P. Morgan specialists in banking, lending, and philanthropy services

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 2-3 years of experience in wealth management, investment advisory, or financial services
• Active Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Strong understanding of investment products, portfolio management, and financial planning principles
• Excellent communication and interpersonal skills to interact with high net worth clients
• Ability to thrive in a fast-paced, client-focused environment
• Commitment to ethical standards and regulatory compliance in the financial industry

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high net worth individuals or family offices
• Proficiency in financial planning software and CRM systems used at J.P. Morgan
• Bilingual skills, particularly in languages spoken by diverse New York clientele
• Prior internship or role within a major financial institution like J.P. Morgan Chase

Required Skills

• Investment analysis and portfolio construction
• Financial modeling and forecasting
• Client relationship management
• Regulatory knowledge (SEC, FINRA compliance)
• Analytical thinking and problem-solving
• Proficiency in Microsoft Excel and financial software (e.g., Bloomberg, FactSet)
• Excellent verbal and written communication
• Time management and organizational skills
• Attention to detail in reporting and documentation
• Team collaboration and leadership potential
• Risk assessment and mitigation
• Market research and economic trend analysis
• Ethical decision-making in high-stakes environments
• Adaptability to dynamic financial markets
• Presentation skills for client pitches and internal meetings

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Professional development programs, including tuition reimbursement and CFA support
• Paid time off, including vacation, sick days, and parental leave
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to New York

JP Morgan Chase is an equal opportunity employer.