Apply Now    

Chase Wealth Management - Investment Associate, New York, NY

Req #: 170065007
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 500 US Dollar (USD)

 

 

 

  • Be a first line of contact between the Advisor and the Wealth Advisory Team
  • Assist Advisors with ongoing financial analysis issues related to software
  • Answer Advisors’ questions regarding how and where to input data in financial analysis software
  • Be a part of training development in line with our national goals based planning initiatives
  • Work with national teams to diagnose, address, and resolve matters involving a client’s financial analysis
  • Minimum one year of financial services industry experience
  • Knowledge of investments, insurance, and bank products, with a focus in financial planning and use of financial planning tools
  • Excellent interpersonal/communication and organizational skills
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to work in a fast paced professional environment with heavy phone-based advisor interaction
  • Ability to manage and resolve difficult situations with advisors
  • Strong compliance record in prior position(s)
  • Proficiency in Word, Excel, and PowerPoint
  • College degree preferred
  • Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.