Private Client Wealth Management Associate

JPMorgan Chase & Co.; Orlando (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will provide client service, handling operational requests, account openings, money moves, and investment trades, while contributing to wealth planning discussions.

The role emphasizes client relationship building, risk awareness, regulatory compliance, and timely reporting. A proactive teammate who can manage multiple tasks and deadlines will thrive.

Qualifications

• Active securities licenses required or to be obtained within a set period.
• Knowledge of investment products and regulatory procedures.
• Ability to process client requests accurately and timely.

Responsibilities

• Support Advisors with book of business including account openings and money movements.
• Process investment trades and maintain client relationships through timely service.
• Assist in wealth planning discussions and generate new referrals.
• Maintain risk management and complete required compliance documentation.

Skills

Series 7 license

SIE exam

Series 66

Life & Health license

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will provide client service, handling operational requests, account openings, money moves, and investment trades, while contributing to wealth planning discussions.

The role emphasizes client relationship building, risk awareness, regulatory compliance, and timely reporting. A proactive teammate who can manage multiple tasks and deadlines will thrive.