Associate Wealth Advisor

Company:
CliftonLarsonAllen

Base Pay:
N/A

Employee Type:
Full-Time

Industry:
Accounting - Finance
Consulting

Job Type:
Accounting
Consultant

Req'd Experience:
Not Specified

Location:US-MN-Minneapolis



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Investor Associate - Private Wealth Management - Chicago Busines

JOB DESCRIPTION JPMorgan - Private Wealth Management
Investor Associate Job Description:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of
$2.2 trillion and operations in more than 60 countries. Asset Management provides investment
and wealth management services to institutional, high net worth and retail investors and their
advisors. For wealthy individuals and families, J.P. Morgan offers personalized financial solutions
that integrate investment management, capital markets, trust and banking.
 
Private Wealth Management is J.P.Morgan's comprehensive wealth management solution for
high net worth clients. Combining the deep capabilities of a leading global financial institution
with the intimacy of a boutique firm, Private Wealth Management has 86 offices across the United
States. Our model is designed to preserve and grow our clients' wealth through a disciplined
investments approach, estate planning and tailored banking and credit solutions.
 
Primary Function:
Provide support Investors in all facets. The Investor is responsible for helping the Banker win
new clients and deepen and strengthen existing client relationships through advising on
investment solutions.



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