Private Client Wealth Management Associate

Fairygodboss; Palm Springs (CA); On-site; USD 70,000 - 105,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate in Wealth Management to provide client service and operation support to Private Client Advisors. You will help with account openings, money movements, and investment trades, while representing the firm's brand to clients.

You will assist with wealth planning, client relationships, risk management, and ensuring regulatory and operational compliance, including KYC procedures and account reviews across teams.

Qualifications

• Active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018 you must have a valid and active Securities Industry Essentials (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance licenses 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 aiding wealth planning and referral management.
• Help manage relationship and account reviews; prepare performance reports.
• Engage in risk management activities including Know Your Customer procedures and account reviews.

Skills

Client service

Relationship building

Regulatory compliance

Risk management

Job description

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate in Wealth Management to provide client service and operation support to Private Client Advisors. You will help with account openings, money movements, and investment trades, while representing the firm's brand to clients.

You will assist with wealth planning, client relationships, risk management, and ensuring regulatory and operational compliance, including KYC procedures and account reviews across teams.