Private Client Wealth Associate

Testing Site - JPMC; Boynton Beach (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and administrative support to Private Client Advisors.

You will help with money movements, account openings, and investment trades while building client relationships. The role requires active securities licenses (Series 7, 66/63/65) or equivalents or fast-tracked acquisitions within 60 days, plus SIE and Life/Health licenses when applicable, to ensure regulatory compliance and risk

Qualifications

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

Responsibilities

• 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, promoting 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 for current work, and consistently meet deadlines.
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66

Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and administrative support to Private Client Advisors.

You will help with money movements, account openings, and investment trades while building client relationships. The role requires active securities licenses (Series 7, 66/63/65) or equivalents or fast-tracked acquisitions within 60 days, plus SIE and Life/Health licenses when applicable, to ensure regulatory compliance and risk