J.P. Morgan Advisors – Seasonal - Washington, DC

Job Description

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Seasonal Hire within J.P. Morgan Advisors, you will have the opportunity to build foundational knowledge, professional skills, and experience in a team-based environment. You will perform daily administrative and operational duties that support the Wealth Advisor(s) and clients, including handling ad hoc requests. This role provides a unique opportunity to learn the fundamentals of working with clients in service-oriented roles and gain exposure to investment strategies, portfolio analytics, and holistic financial planning.

Your proactive approach and attention to detail will be crucial in supporting the team with administrative duties and following up on internal processing to provide status updates to the team.

• Building foundational knowledge, professional skills, and experience while working in a team-based environment.
• Perform daily administrative and operational duties that support the Wealth Advisor(s) and clients, including ad hoc requests.
• Learn the fundamentals of working with clients in service-oriented roles and gain exposure to investment strategies, portfolio analytics and holistic financial planning.
• Support the team with administrative duties. Activities could include scheduling of client/internal meetings, team calendar management, sending mail, preparing client reviews, supporting marketing initiatives, etc.
• Follow up on internal processing (e.g., account opening, asset movement, account maintenance tickets, account updates, banking requests) to provide status updates to the team and escalating when encountering roadblocks.

• Actively pursuing a bachelor's or master's degree.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

Details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

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