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Investment Solutions Specialist, J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management
The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the J.P. Morgan Wealth Management strategy to J.P. Morgan Advisors. The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes. To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.
Not only will the individual support advisors in positioning solutions through a goals-based lens, but they will have an intimate understanding of the advisors business strategy to offer customized intellect across firm research, investment ideas and vehicles. Collaboration with additional field support members and field leadership will be crucial to success. One must demonstrate a passion for capital markets and the wealth management industry (both investments and advice), demonstrate independent initiative and be responsive to the needs of the field.
Job Responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
Full Time
$95k-132k (estimate)
02/26/2024
05/22/2024