Private Client Investment Associate: Build Wealth & Trust

JPMorganChase; Walnut Creek (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk management, and promoting firm services. Candidates must have or be willing to obtain a Series 7 license within 60 days, along with other relevant securities licenses. A competitive benefits package and a commitment to diversity and inclusion are offered.

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment.
• If registered after October 1, 2018, must have a valid and active Securities Industry Essential (SIE) exam.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting.

Responsibilities

• Support Advisors book of business, including facilitating operational requests.
• Build and maintain client relationships through processing requests and resolving issues.
• Assist in managing relationship and account reviews, promoting firm services.
• Engage in Risk Management including Know Your Customer procedures.
• Support business unit operational procedures and compliance requirements.
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Job description

JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk management, and promoting firm services. Candidates must have or be willing to obtain a Series 7 license within 60 days, along with other relevant securities licenses. A competitive benefits package and a commitment to diversity and inclusion are offered.