Job Description: The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Advisors, Digital Wealth Management, National Branch and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices. Job Responsibilities: 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 Market and implement investment solutions in accordance with clients' investment objectives Attends product rollouts, ideas calls and research meetings to stay current on all JPMS products and services Understand client's investment plan and objectives. Perform special portfolio analysis on products 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. Job Requirements: FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire Ability to work in a team based environment CFA designation preferred (minimum Level II CFA candidate or progress toward CFA designation) Bachelors degree or equivalent experience required Superior analytical skills; strong computer skills Strong knowledge of investment products 3-5 plus years’ experience in Financial Services industry Job Details: Company: J.P. Morgan Vacancy Type: Full Time Job Location: Philadelphia, PA, US Application Deadline: N/A Apply Here vacancyoptions.com
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