Private Client Wealth Management Associate

JP Morgan Chase; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and administrative support to Private Client Advisors in Chicago.

The role focuses on client requests, wealth planning assistance, and maintaining strong client relationships. You will participate in risk management, KYC procedures, and reporting, while supporting compliant operational procedures and referral generation efforts for the Advisors.

Qualifications

• Valid and active Series 7 license required or may be obtained within 60 days of employment.
• If registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (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 by facilitating account openings, money movements and investment trades.
• Assist Advisors by building and maintaining client relationships and wealth planning for clients and referrals.
• Help manage relationship and account reviews, prepare performance reports and promote firm services.
• Engage in risk management, Know Your Customer procedures, account reviews and inquiries.
• Support operational procedures and regulatory compliance, including required forms and documentation.
• Prioritize daily work, track progress, and meet deadlines.
• Foster a collaborative team culture.

Skills

Client service

Communication

Attention to detail

Risk management

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service and administrative support to Private Client Advisors in Chicago.

The role focuses on client requests, wealth planning assistance, and maintaining strong client relationships. You will participate in risk management, KYC procedures, and reporting, while supporting compliant operational procedures and referral generation efforts for the Advisors.