Private Client Investment Associate - Wealth Management

Next Frontier Capital; Huntington Beach (CA); On-site; USD 95,000 - 135,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial needs.

The role emphasizes risk management, timely execution of requests, and collaboration within a team culture to deliver personalized financial solutions.

Qualifications

• Active Series 7 license required or must be obtained within 60 days of employment.
• If registered after Oct 1, 2018, must also have a valid and active SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of starting in role.

Responsibilities

• Support Advisors' book of business with operational requests including account openings, money movement and trades.
• Build and maintain client relationships by processing requests, resolving issues, and providing wealth planning information for clients and referrals.
• Assist in relationship and account reviews, promote firm services to deepen client relationships, and prepare timely performance reports.

Skills

Series 7 license

SIE exam

Series 66 license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will assist in wealth planning, lead generation, and ongoing client servicing to meet financial needs.

The role emphasizes risk management, timely execution of requests, and collaboration within a team culture to deliver personalized financial solutions.