JPMorgan Chase
J. P. Morgan Advisor -Vice President Investment Associate - Palm Beach Gardens, FL
$81K–$139K
Palm Beach Gardens, FL · Director · Full-time · Posted Oct 29, 2026
- Experience
- 8 years’ experience in Financial Services industry.
- Education
- Bachelor's degree or equivalent experience.
About the job
Partners with Financial Advisors to develop, present, and implement investment and wealth-management solutions for high-net-worth clients, while supporting client relationships and business development.
What you'll do
- Advise on portfolio construction and conduct regular client portfolio reviews.
- Market and implement investment, planning, banking, and lending solutions aligned with client objectives.
- Identify business opportunities and support advisor marketing, presentations, and client requests.
What they ask for
- 8 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.
- Ability to work independently, identify client needs, and communicate effectively with clients and team members.
Nice to have
- Able to adapt to changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint and Excel.
Pay
USD 81,300.00-$139,200.00 base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative