Private Client Investment Associate, Wealth Management

JPMorganChase; Chicago (IL); On-site; USD 32,401 - 47,348; Full time

Job summary

A leading financial services firm in Chicago seeks a Private Client Investment Associate to support Advisors by managing client relationships and operational processes. The role involves risk management, compliance, and promoting firm services. Candidates must have or obtain key financial licenses including Series 7 and Series 66. This full-time position offers a competitive hourly wage ranging from $23.52 to $34.37, reflecting commitment to client wealth management.

Qualifications

• Valid and active Series 7 license required within 120 days of employment.
• SIE exam requirement for registrations post October 1, 2018.
• Series 66 and Life & Health Insurance license required within 120 days.

Responsibilities

• Support Advisors' business with operational requests.
• Build and maintain client relationships through effective communication.
• Prepare performance reports and manage account reviews.
• Engage in compliance and risk management activities.

Skills

Client relationship management

Operational support

Risk Management

Education

Series 7 license

Securities Industry Essential (SIE) exam

Series 66 (63/65) license

Job description

A leading financial services firm in Chicago seeks a Private Client Investment Associate to support Advisors by managing client relationships and operational processes. The role involves risk management, compliance, and promoting firm services. Candidates must have or obtain key financial licenses including Series 7 and Series 66. This full-time position offers a competitive hourly wage ranging from $23.52 to $34.37, reflecting commitment to client wealth management.