Private Client Wealth Advisor Support

JPMorganChase; Mission Viejo (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service, support Advisors, and assist with wealth planning for clients and referrals.

You will handle operational requests, onboarding, money movement, and trades, while supporting risk management, regulatory compliance, and reporting to deepen client relationships and promote firm services.

Qualifications

• Valid Series 7 license required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018 you must also have a valid SIE exam.
• Valid Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days of starting in the role.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account opening, money movements and investment trades.
• Assist Advisors by maintaining client relationships, processing requests, resolving issues, and supporting wealth planning for clients and referral sources.
• Assist in managing relationship and account reviews, promoting firm services and preparing performance reports.
• Actively engage in risk management including Know Your Customer procedures and account reviews.
• Support compliance requirements and document operational forms; prioritize daily work and meet deadlines.

Skills

Series 7 license

SIE exam

Series 66

Life and Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver client service, support Advisors, and assist with wealth planning for clients and referrals.

You will handle operational requests, onboarding, money movement, and trades, while supporting risk management, regulatory compliance, and reporting to deepen client relationships and promote firm services.