Private Client Investment Associate: Elevate Client Wealth

JPMorganChase; Detroit (MI); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase in Detroit seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors in Wealth Management. You will handle account openings, money movement, and investment trades, while helping nurture client relationships and participate in risk management and regulatory compliance.

This role requires securities licenses (Series 7, Series 66, SIE) and Life/Health licenses within 120 days, with strong accuracy and time management, and a

Qualifications

• Must hold a valid Series 7 license or obtain within 120 days.
• Must hold or obtain Series 66 (63/65) license within 120 days.
• Must obtain Life and Health Insurance license within 120 days.

Responsibilities

• Support Advisors book of business with account openings, money movement, and trades.
• Build and maintain client relationships, process requests, and assist with wealth planning.
• Assist in relationship/account reviews and prepare performance reports.
• Engage in risk management including Know Your Customer procedures and account reviews.
• Support compliance and operational procedures and meet daily deadlines.
• Contribute to team culture and collaborative environment.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase in Detroit seeks a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors in Wealth Management. You will handle account openings, money movement, and investment trades, while helping nurture client relationships and participate in risk management and regulatory compliance.

This role requires securities licenses (Series 7, Series 66, SIE) and Life/Health licenses within 120 days, with strong accuracy and time management, and a