Private Client Investment Associate — Client Impact

Fairygodboss; Chicago (IL); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase’s Wealth Management division seeks a Private Client Investment Associate to provide client service, operational support, and wealth-management assistance to Private Client Advisors.

You will handle account openings, trades, and referrals while upholding risk management and compliance standards. The role demands licensing in Series 7, Series 66, and SIE, plus Life/Health licenses obtained within 120 days.

Qualifications

• Licenses required: Series 7 and Series 66 (63/65) or obtained within 120 days of employment.
• SIE exam required if registered after Oct 1, 2018.
• Life and Health Insurance license must be obtained within 120 days of starting.

Responsibilities

• Support Advisors book of business with account openings, money movements, and investment trades.
• Build and maintain client relationships; process requests and assist with wealth planning.
• Assist in managing reviews and prepare performance reports for clients.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase’s Wealth Management division seeks a Private Client Investment Associate to provide client service, operational support, and wealth-management assistance to Private Client Advisors.

You will handle account openings, trades, and referrals while upholding risk management and compliance standards. The role demands licensing in Series 7, Series 66, and SIE, plus Life/Health licenses obtained within 120 days.