Private Client Wealth Associate - Client Solutions

Aumni; Village of Garden City (NY); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness centers

Job summary

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

This role will support a dynamic team serving high-net-worth clients with a focus on accuracy and client satisfaction. You will assist with account openings, money movements, trades, and wealth planning discussions, while maintaining strong risk controls and regulatory compliance.

Qualifications

• Valid and active Series 7 license required or may be obtained within 120 days of employment.
• If registered after October 1, 2018 you must have a valid and active Securities Industry Essential (SIE) exam.
• A valid and active Series 66 (63/65) license and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
• Investment products are offered through JPMS, a registered broker-dealer and investment advisor; not FDIC insured; not a deposit.

Responsibilities

• Support Advisors book of business including facilitating operational requests such as account openings, money movement and investment trades
• Assist Advisors by building client relationships, processing requests, resolving issues, and assisting with wealth planning for clients and referrals
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare performance reports
• Engage in Risk Management; Know Your Customer procedures, Account Reviews and Inquiries
• Support operational procedures and compliance requirements; complete required forms and documentation
• Prioritize daily work, track progress and meet deadlines
• Maintain and foster team culture

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

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

This role will support a dynamic team serving high-net-worth clients with a focus on accuracy and client satisfaction. You will assist with account openings, money movements, trades, and wealth planning discussions, while maintaining strong risk controls and regulatory compliance.