JPMorgan Chase
J.P. Morgan Advisors - Investment Associate - New York, NY
$78K–$115K
New York, NY · Full-time · Posted Oct 15, 2026
- Experience
- 5 plus years’ experience in Financial Services industry.
- Education
- Bachelor's degree or equivalent experience required.
About the job
Partners with Financial Advisors to develop and implement investment solutions, support client portfolios, and identify business opportunities for high-net-worth clients.
What you'll do
- Advise on portfolio construction and conduct regular client portfolio reviews.
- Market and implement investment solutions aligned with clients’ objectives; identify new business opportunities.
- Support advisors with investment products, planning, marketing presentations, and client service requests.
What they ask for
- FINRA Series 7 and 66 licenses, preferred upon hiring but required within 180 days of hire.
- Bachelor's degree or equivalent experience.
- Ability to work independently, identify client solutions, and communicate effectively with clients and colleagues.
- Highly proficient user of Word, PowerPoint and Excel.
Pay
USD 77,600.00-USD 114,700.00 base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative