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Asset & Wealth Management, JP Morgan Securities, Financial Advisor, San Francisco, CA

Req #: 170116578
Location: San Francisco, CA, US
Job Category: Asset Management
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 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 Management Overview: J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra-high net worth, high net worth and individual clients through its Global Investment Management and Wealth Management & Investment Solutions businesses. With client assets of $2.5 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2016)

 

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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