Private Client Wealth Advisor Associate

JPMorgan Chase; Marietta (OH); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Chase is looking for a detail-oriented professional to support Advisors with operational requests, client data, and wealth planning activities in our Ohio office.

You will help process account openings, money movements, and trades while ensuring Know Your Customer compliance and risk management standards are followed. The role emphasizes timely execution, strong teamwork, and client relationship support.

Competenze

• Must hold a valid and active Series 7 license (or obtain within 120 days).
• If registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (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 as a condition of employment.

Mansioni

• Support Advisors book of business including facilitating operational requests such as account opening, money movement and investment trades.
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
• Assist in managing relationship and account reviews, promote firm services to deepen client relationships; prepare timely and accurate performance reports.
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries.
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation).
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Descrizione del lavoro

J.P. Morgan Chase is looking for a detail-oriented professional to support Advisors with operational requests, client data, and wealth planning activities in our Ohio office.

You will help process account openings, money movements, and trades while ensuring Know Your Customer compliance and risk management standards are followed. The role emphasizes timely execution, strong teamwork, and client relationship support.