J.P. Morgan Wealth Management - Private Client Investment Associate -Bloomfield, MI

JPMorganChase; Bloomfield Hills (MI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Investment Associate. This role involves supporting Advisors with client operations, maintaining relationships, and ensuring compliance with regulatory requirements. Candidates should possess a Series 7 license and be able to develop strong client connections while handling various operational tasks. The position offers a full-time employment type with competitive benefits in Bloomfield Hills, Michigan.

Qualifications

• Valid and active Series 7 license required or to be obtained within 120 days of employment.
• Series 66 (63/65) and Life & Health Insurance license required within 120 days.
• Securities Industry Essentials (SIE) exam required if registered after October 1, 2018.

Responsibilities

• Support Advisors’ book by facilitating operational requests.
• Build and maintain client relationships through processing requests.
• Assist in managing relationship and account reviews.
• Engage in Risk Management, including Know Your Customer procedures and account reviews.
• Support business unit procedures and compliance requirements; complete required forms and documentation.
• Prioritize daily work, track progress and consistently meet deadlines.

Skills

Client relationship management

Operational support

Risk management

Job description

Overview

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting‑edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Role Summary

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

Job Responsibilities

• Support Advisors’ book of business by facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, providing up‑to‑date information, and assisting with ongoing wealth planning, referral source management and new lead generation.
• Assist in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports.
• Actively engage in Risk Management, including Know Your Customer procedures, account reviews and inquiries.
• Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation).
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Required Qualifications, Capabilities, And Skills

• A valid and active Series 7 license is required, or must be obtained within 120 days of employment.
• If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam.
• A valid and active Series 66 (63/65) and Life & Health Insurance license must be obtained within 120 days of starting in the role.

Investment And Insurance Products Disclaimer

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products may not be available in all states.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined by role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. 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.

Equal Opportunity Employer / Disability / Veterans

Equal Opportunity Employer/Disability/Veterans

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales