Private Client Wealth Associate

JPMorgan Chase & Co.; Village of Northport (NY); On-site; USD 70,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

You will assist with account openings, money movement, and investment trades, while building client relationships and supporting wealth planning discussions. The role emphasizes risk management, regulatory compliance, and timely execution of requests.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If you were registered after Oct 1, 2018 you must have a valid and active SIE exam.
• A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days of starting.

Responsibilities

• Support Advisors' book of business with account openings, money movements and trades.
• Build and maintain client relationships by processing requests and providing wealth planning support.
• Assist in relationship reviews, prepare performance reports, and promote firm services.
• Engage in risk management including Know Your Customer procedures and account inquiries.
• Support compliance and operational procedures and document required forms.
• Prioritize daily work, track progress, and meet deadlines; foster team culture.

Education

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

You will assist with account openings, money movement, and investment trades, while building client relationships and supporting wealth planning discussions. The role emphasizes risk management, regulatory compliance, and timely execution of requests.