10 days old

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

US Wealth Management, JP Morgan Securities, Financial Advisor Pipeline

Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


The U.S. 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 Securities 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.


JPMorgan Securities Business Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
Financial Advisor Role Description:
  • Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts. 
  • Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors.
  • Analyze prices for stocks, bonds and other financial instruments, and monitor fundamental and technical factors affecting those prices
  • Research and analyze investment opportunities for clients, including assessing the risks involved, the returns required and the potential for short and long term gains, ultimately making trading recommendations to clients
  • Educate clients and prospects on the Wealth Management platform offerings of JP Morgan Asset management.
  • Trade U.S. and foreign securities
  • Build trust with clients and effectively manage relationships
  • Series 7 and 66 required
  • Maintain a superior compliance record
  • Excellent communication, presentation and interpersonal skills
  • Strong network of personal and professional contacts
  • Ability to listen to client needs and provide financial solutions



Req #: 200031432
Location: New York, NY US
Job Category: Wealth Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Keyword: consumer%20banking


Posted: 2020-05-14 Expires: 2020-06-13

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JPMorgan Chase & Co.
New York, NY 10007

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