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Asset & Wealth Management, J.P. Morgan Securities, Financial Advisor

Expired Job

Jpmorgan Chase & Co. Boston , MA 02298

Posted 2 months ago

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Asset & Wealth Management, J.P. Morgan Securities, Financial Advisor

Req #: 180094009

Location: Boston, MA,US

Job Category: Wealth Management

Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.


Asset & Wealth Management

Overview:
J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

JPMorgan Securities Overview:
At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients..

Financial Advisor Role Description:

  • Responsible for developing and maintaining financial and investment relationship with High Net Worth individuals, while appropriately managing client assets and brokerage accounts.

  • Provide advisory and execution capabilities to high net-worth individuals and families, private and public corporations as well as small to mid-sized institutional investors.

  • Analyze prices for stocks, bonds and other financial instruments, and monitor fundamental and technical factors affecting those prices

  • Research and analyze investment opportunities for clients, including assessing the risks involved, the returns required and the potential for short and long term gains, ultimately making trading recommendations to clients

  • Educate clients and prospects on the Wealth Management platform offerings of JP Morgan Asset management.

  • Trade U.S. and foreign securities

  • Build trust with clients and effectively manage relationships

  • Series 7 and 66 required

  • Maintain a superior compliance record

  • Excellent communication, presentation and interpersonal skills

  • Strong network of personal and professional contacts

  • Ability to listen to client needs and provide financial solutions

JPMorgan Chase offers an exceptional benefits program and a highly competitive compensation package.


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VIEW JOBS 10/24/2018 12:00:00 AM 2019-01-22T00:00 Apply Now Asset & Wealth Management, J.P. Morgan Securities, Marketing Assistant Req #: 180045209 Location: Boston, MA,US Job Category: Marketing/Communications Job Description: JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients. Role Responsibilities The Marketing assistant will work with an established sales team at JP Morgan Securities servicing high-net-worth individuals. We are looking for someone whose main focus is to become a Financial Advisor within the team. This person would be a team player who can apply critical thinking skills in a fast paced environment and be comfortable making outgoing calls to clients and prospective clients. This candidate will be responsible for delivering sales team support, including but not limited to: * Working with Financial Advisors on the team to develop pipeline and identify prospective clients. * Taking part in the creation of marketing materials for prospective clients, providing marketing support for generating new business as well as creating and expanding prospect lists. * Extensive phone work (including cold and warm calls) and communication skills required. * Completing ad hoc projects as needed. * Strong desire to understand the Wealth Management business and retail products. * Series 7 and 63 required within 4 months of start date. * Candidate must be organized, detail-oriented, take initiative, have strong interpersonal skills and a positive attitude, and be prepared to transition into a commission-based sales role. * Bachelor's degree required. Jpmorgan Chase & Co. Boston MA

Asset & Wealth Management, J.P. Morgan Securities, Financial Advisor

Expired Job

Jpmorgan Chase & Co.