Wealth Management Associate

As a Goals-based Planning Associate at J.P. Morgan, you will have the opportunity to leverage cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies to clients. Your role will involve becoming a subject-matter expert in financial planning, guiding advisors in complex client situations, and making a meaningful impact through your work. **Key Responsibilities:** - Master J.P. Morgan's wealth planning tools and concepts, such as goals-based planning, multi-asset allocation, cash flows, tax considerations, and currency references. - Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations. - Create tailored analyses for unique and complex client situations, ensuring precision and creativity in addressing each client's specific needs and goals. - Manage and update PowerPoint templates for tools, client situations, and case studies to provide advisor teams with relevant and effective resources. - Support the upkeep of goals-based planning tools and associated materials. **Qualifications Required:** - MBA/Masters degree from a top university, preferably in a quantitative discipline like finance, economics, statistics, mathematics, or a related field. - Intermediate understanding of different asset classes (equities, fixed income, and alternatives) and the portfolio construction process. - Intermediate understanding of Portfolio Analytics, including risk/return parameters. - Effective communication skills and excellent computer skills, particularly in Excel and PowerPoint. - A minimum of 4 years of experience in the financial services industry.,