Private Client Investment Associate - Wealth Solutions

JPMorgan Chase & Co.; Scottsdale (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an energized financial professional to support Advisors in managing a client book, processing account openings, money movements and trades. You will help deepen client relationships through timely information, issue resolution and wealth planning support.

You will assist in account reviews and performance reporting while maintaining strong risk controls. The role requires active securities licenses and licenses for insurance products, with ongoing regulatory and

Qualifications

• Requires Series 7 license or ability to obtain within 60 days.
• Requires Series 66 (63/65) and Life & Health Insurance licenses within 60 days of starting.

Responsibilities

• Support Advisors book of business with account openings, money movement, and trades.
• Assist Advisors by maintaining client relationships and wealth planning input.
• Assist in relationship management, client reviews, and performance reporting.

Skills

Client relationship management

Regulatory compliance

Time management

Job description

JPMorgan Chase & Co. is seeking an energized financial professional to support Advisors in managing a client book, processing account openings, money movements and trades. You will help deepen client relationships through timely information, issue resolution and wealth planning support.

You will assist in account reviews and performance reporting while maintaining strong risk controls. The role requires active securities licenses and licenses for insurance products, with ongoing regulatory and