Private Client Investment Associate - Wealth Management

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will help craft wealth solutions for clients and assist with lead generation and referrals. You will process account openings, money movements, and trades, maintain client relationships, and contribute to ongoing wealth planning while ensuring risk management and regulatory compliance.

Qualifications

• Active Series 7 license or may be obtained within 120 days of hire.
• Valid SIE exam if registered after Oct 1, 2018.
• Series 66 (63/65) license and Life & Health Insurance license required within 120 days.

Responsibilities

• Support Advisors' book of business by facilitating account openings, money movements and trades.
• Assist Advisors by building client relationships, processing requests, resolving issues, and supporting wealth planning and lead generation.
• Assist in managing relationship and account reviews; promote services and prepare performance reports.
• Engage in risk management, including KYC procedures and account reviews.
• Support operational procedures and compliance, including forms and documentation.
• Prioritize tasks, track progress, and meet deadlines.
• Maintain and 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 provide client service, operational support, and administrative assistance to Private Client Advisors.

You will help craft wealth solutions for clients and assist with lead generation and referrals. You will process account openings, money movements, and trades, maintain client relationships, and contribute to ongoing wealth planning while ensuring risk management and regulatory compliance.