Private Client Wealth Associate: Advisor Support

JPMorganChase; Bethesda (MD); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Equity incentives

Job summary

J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals.

The role emphasizes handling account openings, money movements, trades, risk procedures, and maintaining client relationships, with a focus on compliant processing and timely service.

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment.
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license 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 and resolving issues
• Assist in managing relationship and account reviews and prepare performance reports
• Engage in Risk Management including Know Your Customer procedures and account reviews
• Support procedures and compliance requirements with required forms and documentation
• Prioritize daily work, track progress, and meet deadlines
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in Bethesda, MD seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support to Private Client Advisors, and assist with wealth planning and referrals.

The role emphasizes handling account openings, money movements, trades, risk procedures, and maintaining client relationships, with a focus on compliant processing and timely service.