Private Client Investment Associate — Wealth Management

JP Morgan Chase; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management who will provide client service, operational support, and assist Private Client Advisors in delivering tailored investment solutions.

You will handle account openings, money movement, and trades, help build client relationships, prepare performance reports, and ensure compliance and risk controls while upholding the firm's standards of service.

Qualifications

• Active Series 7 or Series 66 required.
• If registered after Oct 1, 2018, must have a valid SIE exam.
• Life and Health Insurance license must be obtained within 60 days of starting.

Responsibilities

• Support Advisors with book of business including account openings, money movement and investment trades.
• Assist Advisors in building and maintaining client relationships and wealth planning for clients and referral sources.
• Assist in managing relationship and account reviews, and in preparing performance reports.

Skills

Client service

Relationship management

Operational support

Regulatory compliance

Risk management

Education

Series 7

Series 66

SIE exam

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management who will provide client service, operational support, and assist Private Client Advisors in delivering tailored investment solutions.

You will handle account openings, money movement, and trades, help build client relationships, prepare performance reports, and ensure compliance and risk controls while upholding the firm's standards of service.