Private Client Investment Associate – Wealth Management

JP Morgan Chase; New York (NY); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service and operational tasks.

The role focuses on facilitating account openings, money movements, and trades while maintaining strong client relationships and ongoing wealth planning support. The position requires active securities licenses (Series 7, SIE, Series 66/63/65 and life/health insurance) to be obtained within 60 days, and the role emphasizes risk

Qualifications

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

Responsabilités

• Provide client service, operational marketing, and administrative support to Private Client Advisors.
• Facilitate account opening, money movement and investment trades for book of business.
• Build and maintain client relationships; assist with wealth planning and lead generation.
• Help manage relationship and account reviews; prepare performance reports.
• Engage in risk management, Know Your Customer procedures, and account reviews.
• Support compliance with operational forms and documentation; track daily work and deadlines.
• Foster team culture and coordinate with advisors on service excellence.

Formation

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Description du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service and operational tasks.

The role focuses on facilitating account openings, money movements, and trades while maintaining strong client relationships and ongoing wealth planning support. The position requires active securities licenses (Series 7, SIE, Series 66/63/65 and life/health insurance) to be obtained within 60 days, and the role emphasizes risk