Private Client Investment Associate - Wealth Management

JPMorgan Chase & Co.

Dallas (TX)

On-site

USD 85,000 - 110,000

Full time

5 days ago

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Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service and operational support to Private Client Advisors within the wealth management division.

The role involves facilitating account openings, money movements, and investment trades, while building relationships and supporting wealth planning for clients and referral sources. Compliance and risk management are integral, with deadlines and team culture emphasized.

Qualifications

Valid and active Series 7 license required or to be obtained within 60 days of employment.
Valid and active Securities Industry Essentials (SIE) exam required if registered after Oct 1, 2018.
Valid and active Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of starting.

Responsibilities

Support Advisors book of business by facilitating account openings, money movement, and investment trades.
Assist in building client relationships and wealth planning for clients and referral sources.
Manage relationship and account reviews, and prepare performance reports for timely delivery.
Engage in Risk Management, including KYC procedures, account reviews, and inquiries.
Support compliance with operational forms and documentation.
Prioritize daily work, track progress, and meet deadlines while maintaining team culture.