Private Client Investment Associate — Wealth Support

JPMorganChase; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York seeks a Private Client Investment Associate to provide exceptional service and support to Private Client Advisors. Responsibilities include assisting with account operations, ensuring regulatory compliance, and managing client relationships effectively. The ideal candidate must have or obtain a Series 7 license and demonstrate strong organizational skills in a fast-paced environment. This role promotes the firm’s services to enhance client relationships and requires a commitment to maintain a positive team culture.

Qualifications

• Valid and active Series 7 license required or may be obtained within 120 days.
• If registered after October 1, 2018, a valid and active SIE exam must be obtained.
• Valid and active Series 66 and Life and Health Insurance license must be obtained within 120 days.

Responsibilities

• Support Advisors with account opening, money movement, and investment trades.
• Aid in client relationship management and ongoing wealth planning.
• Manage relationship and account reviews, promoting firm services.

Skills

Series 7 license

Securities Industry Essential (SIE) exam

Series 66 (63/65) license

Life and Health Insurance License

Job description

A leading financial services firm in New York seeks a Private Client Investment Associate to provide exceptional service and support to Private Client Advisors. Responsibilities include assisting with account operations, ensuring regulatory compliance, and managing client relationships effectively. The ideal candidate must have or obtain a Series 7 license and demonstrate strong organizational skills in a fast-paced environment. This role promotes the firm’s services to enhance client relationships and requires a commitment to maintain a positive team culture.