JPMorgan Chase
. P. Morgan Advisor -Vice President Investment Associate - Palm Beach Gardens, FL
$81K–$139K
Palm Beach Gardens, FL · Director · Full-time · Posted Oct 30, 2026
- Experience
- 8 years’ experience in the Financial Services industry.
- Education
- Bachelor's degree or equivalent experience.
About the job
Partners with Financial Advisors to develop and implement investment solutions for high-net-worth clients, support client relationships, and identify new business opportunities.
What you'll do
- Advise on portfolio construction and conduct regular client portfolio reviews.
- Market and implement investment solutions aligned with clients’ objectives; support planning, banking, lending, and digital offerings.
- Identify business opportunities and develop marketing strategies and presentations for Financial Advisors.
What they ask for
- 8 years’ experience in the Financial Services industry.
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or successfully obtain them within 180 days from start date.
- Ability to work independently, identify client solutions, and communicate effectively with clients and team members.
Nice to have
- Adaptability 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