Private Client Investment Associate - Wealth Management

JPMorganChase; Orlando (FL); Hybrid; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Investment Associate within Wealth Management in Orlando, FL.

You will deliver client service, operational support, and wealth planning assistance to Private Client Advisors while maintaining robust compliance and risk practices. The role emphasizes accurate processing of requests, relationship maintenance with clients, and collaboration within a high-performing team environment.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018 you must have a valid and active SIE exam.
• A valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role.

Responsibilities

• Support Advisors book of business including account openings, money movement and investment trades.
• Aid Advisors by building and maintaining client relationships through processing requests and resolving issues.
• Assist in managing relationship and account reviews and prepare performance reports.
• Engage in Risk Management including KYC procedures and account reviews.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Investment Associate within Wealth Management in Orlando, FL.

You will deliver client service, operational support, and wealth planning assistance to Private Client Advisors while maintaining robust compliance and risk practices. The role emphasizes accurate processing of requests, relationship maintenance with clients, and collaboration within a high-performing team environment.