Impactful Private Client Associate - Wealth Management

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors.

You will handle account openings, money movement, trade processing, and relationship-building while ensuring risk controls and regulatory compliance. This role emphasizes client care, accuracy, and collaboration in a fast-paced wealth management environment.

Qualifications

• Valid and active Series 7 license or Series 66 (63/65).
• If you were registered after October 1, 2018 you must also have a valid and active SIE exam.
• Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships through processing requests and referrals.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports.
• Engage in Risk Management including Know Your Customer procedures and account reviews.
• Support procedures and compliance requirements (e.g. forms and documentation).
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

Series 66 (63/65)

SIE exam

Life and Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors.

You will handle account openings, money movement, trade processing, and relationship-building while ensuring risk controls and regulatory compliance. This role emphasizes client care, accuracy, and collaboration in a fast-paced wealth management environment.