Private Client Investment Associate, Wealth Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage routine operational requests with precision.

You will help with account openings, money movement, and investment trades, while fostering client relationships and aiding Advisors with ongoing wealth planning. The role emphasizes risk management and regulatory compliance in a fast-paced, client-focused environment.

Qualifications

• Active Series 7 license required or within 120 days of employment.
• If registered after Oct 1, 2018, must have SIE exam active.
• Active Series 66 (63/65) and Life & Health Insurance licenses within 120 days of starting.

Responsibilities

• Support Advisors book of business with timely operational requests like account opening, money movements, and trades.
• Assist in building and maintaining client relationships through processing requests and referrals.
• Aid Advisors with wealth planning, lead management, and ongoing client communications.
• Promote firm services and conduct timely performance reporting.
• Participate in Risk Management activities, including Know Your Customer and account reviews.
• Support regulatory compliance and complete required forms and documentation.
• Prioritize daily work and maintain a positive team culture.

Skills

Client service

Relationship building

Communication

Financial markets knowledge

Education

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage routine operational requests with precision.

You will help with account openings, money movement, and investment trades, while fostering client relationships and aiding Advisors with ongoing wealth planning. The role emphasizes risk management and regulatory compliance in a fast-paced, client-focused environment.