Private Client Investment Associate — Wealth Growth Specialist

Next Frontier Capital; Covington (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Employee wellness programs

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support to Private Client Advisors.

You will handle requests, perform account openings, money movements and trades while assisting with wealth planning and client relationships. The role emphasizes risk management, compliance, and timely reporting, with a focus on service excellence for high-net-worth clients.

Qualifications

• Licenses required or obtain within 120 days of employment.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, and providing wealth planning support.
• Manage relationship and account reviews, promote services, and prepare performance reports.
• Engage in Risk Management including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance requirements; complete forms and documentation.
• Prioritize daily work, track progress, and meet deadlines.
• Foster team culture.

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support to Private Client Advisors.

You will handle requests, perform account openings, money movements and trades while assisting with wealth planning and client relationships. The role emphasizes risk management, compliance, and timely reporting, with a focus on service excellence for high-net-worth clients.