Private Client Wealth Investment Associate

Testing Site - JPMC; New York (NY); In loco; USD 90.000 - 150.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Chase Wealth Management is seeking a Private Client Investment Associate in New York to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and investment trades.

The role emphasizes risk management procedures, regulatory compliance, and timely completion of daily tasks while sustaining a collaborative team environment. Ideal candidates hold Series 7, Series 66, and SIE licenses, with Life/Health insurance credentials expected

Competenze

• Active licenses required: Series 7, Series 66, SIE; Life/Health license within 120 days as applicable.

Mansioni

• Support Advisors book of business by processing account openings, money movement, and investment trades accurately and promptly.
• Maintain client relationships by handling requests, resolving issues, and providing up-to-date information for wealth planning and referrals.
• Assist in relationship and account reviews, prepare performance reports, and promote firm services to deepen client relationships.

Conoscenze

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Descrizione del lavoro

J.P. Morgan Chase Wealth Management is seeking a Private Client Investment Associate in New York to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and investment trades.

The role emphasizes risk management procedures, regulatory compliance, and timely completion of daily tasks while sustaining a collaborative team environment. Ideal candidates hold Series 7, Series 66, and SIE licenses, with Life/Health insurance credentials expected