Private Client Investment Associate, Wealth Management

Testing Site - JPMC; Cerritos (CA); Sur place; USD 90 000 - 160 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors with account openings, money movements and trades.

You will help foster client relationships, assist with wealth planning, and manage risk/compliance while maintaining strong team collaboration and timely execution of daily tasks.

Qualifications

• A valid and active Series 7 license is required or must be obtained within 60 days of employment.
• If registered after Oct 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is required.
• A valid Series 66 (63/65) and Life and Health Insurance licenses must be obtained within 120 days.
• Positively evaluates additional regulatory or licensing prerequisites as part of compliance.

Responsabilités

• Support Advisors' book of business by handling account openings, money movement and trades.
• Build and maintain client relationships; process requests and provide up-to-date wealth planning information.
• Assist in managing relationship and account reviews; prepare performance reports.
• Engage in Risk Management activities, including Know Your Customer and account reviews.
• Support unit procedures and regulatory compliance; complete required forms and documentation.
• Prioritize daily work and meet deadlines while fostering a collaborative team environment.

Connaissances

Series 7 license

SIE exam

Series 66 license (63/65)

Life and Health Insurance license

Description du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors with account openings, money movements and trades.

You will help foster client relationships, assist with wealth planning, and manage risk/compliance while maintaining strong team collaboration and timely execution of daily tasks.