Private Client Wealth Management Associate

JPMorgan Chase & Co.; Brownstown (AL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings, money movement and investment trades.

You will help build client relationships, assist with wealth planning, maintain timely performance reports, and participate in risk management and regulatory compliance while contributing to a positive team culture.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days 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 120 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors' book of business by facilitating accurate and timely operational requests such as account openings, money movement, and investment trades.
• Assist in building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
• 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 (63/65)

Life and Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests such as account openings, money movement and investment trades.

You will help build client relationships, assist with wealth planning, maintain timely performance reports, and participate in risk management and regulatory compliance while contributing to a positive team culture.