JPMorgan Chase US Wealth Management, JP Morgan Securities Business Development Associate in Boston, Massachusetts
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 .
In 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.
The role we are looking to fill is a Business Development Associate will work with an established team of financial advisors at J.P. Morgan Securities servicing high-net-worth individuals within J.P. Morgan Asset & Wealth Management. We are looking for someone whose main focus is to become a Financial Advisor within the team. The role will be incorporated into a 30-month program that includes individual, group, and self-learning and this person will be held to new client acquisition metrics. Success requires diverse and talented people who are excited about being a team player and can apply critical l thinking skills in a fast-paced environment and be comfortable making outgoing contact to clients and prospective clients.
This candidate will be responsible for delivering and driving new business acquisition and sales team support, including but not limited to:
Working with Financial Advisors to identify prospective clients; develop target pipelines, contact prospective clients, and schedule meetings with pipeline to initiate new business
Taking part in the creation of marketing materials for prospective clients, providing business development support for generating new business as well as creating and expanding prospect lists
Conducting research on and analysis on listed securities, alternative investments, etc., as well as creating and managing reporting tools used to improve processes across all business functions including marketing, servicing, and portfolio risk management.
Will help Financial Advisors research financial markets through data analysis, execute complex transactions, and develop deep relationships with existing and prospective clients.
Extensive outreach work via phone and e-communication
Sponsorship for CERTIFIED FINANCIAL PLANNER™ education program available
Strong desire to understand the Wealth Management business, in particular banking and investment products; Previous sales experience a plus
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
Entrepreneurial, motivated, and willing to be coached
Advanced knowledge of Microsoft Word, PowerPoint, and Excel
Series 7 and 66 required within 4 months of start date
Bachelor's degree required
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
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