J.P. Morgan Advisors - Investment Associate - Riverside, CT
Company: JPMorganChase
Location: Riverside
Posted on: April 2, 2026
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Job Description:
Description U.S. based clients and their advisors the
personalized service of a dedicated wealth management business and
the global resources of one of the largest and most respected
financial firms in the world. Our small size and broad scope allow
us to customize solutions tailored to clients’ specific needs. As
an Investment Associate in J.P. Morgan Advisors, you will work in
close partnership with the Financial Advisors in proposing,
delivering, and executing solutions for clients; as well as in
identifying new business opportunities. In this role you will be
involved in all activities that touch prospective or existing
clients. Job Responsibilities: Advise on portfolio construction
including overall asset allocation, tactical shifts and security
selection and perform client portfolio reviews on a regular basis
in conjunction with or by direction of the Financial Advisor Market
and implement complex investment solutions in accordance with
High-Net-Worth clients’ investment objectives. Identify and develop
new business opportunities from existing client base. Attend
product rollouts, ideas calls and research meetings to stay current
on all JP Morgan Wealth Management products and services. Provides
investment support across a diverse suite of products and
applications including, but not limited to; Advisor Services,
Wealth Planning & Advice, Goal Based planning, liabilities
planning, banking & lending solutions, mortgages and digital
offerings through JP Morgan Online and mobile suite. Develops
marketing strategy and builds presentations on behalf of the
Financial Advisor(s) Ad Hoc service requests as needed on behalf of
the team/clients. Required qualifications, capabilities, and
skills: 5 years’ experience in Financial Services industry
Bachelor's degree or equivalent experience Series 7 & 66 licenses
upon hire or must successfully obtain within 180 days from start
date. Proven ability to be a self-starter, act as an end-to-end
owner of tasks and work independently in a fast-paced environment.
Proactively identify and deliver appropriate solutions that address
the needs of our clients. Ability to communicate effectively with
clients and team members while maintaining professionalism in
difficult situations. Preferred qualifications, capabilities, and
skills: Able to adapt and stay abreast of changing technology and
regulatory policies Highly proficient user of Word, PowerPoint and
Excel
Keywords: JPMorganChase, New England , J.P. Morgan Advisors - Investment Associate - Riverside, CT, Accounting, Auditing , Riverside, Northeast
