Private Client Wealth Management Associate

JPMorganChase; Plymouth (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and handle account openings, transfers, and trades with precision and timeliness.

You will assist with client reviews, risk management procedures, regulatory compliance, and foster advisor relationships while maintaining a collaborative team environment.

Qualifications

• Active Series 7 license required or obtained within 120 days of employment.
• If registered after Oct 1, 2018, must hold valid Securities Industry Essentials (SIE) exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting.

Responsibilities

• Support Advisors with book of business; process account openings, money movements and trades accurately and promptly.
• Build and maintain client relationships; handle requests, provide updates, and assist with wealth planning and lead management.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health license

Job description

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and handle account openings, transfers, and trades with precision and timeliness.

You will assist with client reviews, risk management procedures, regulatory compliance, and foster advisor relationships while maintaining a collaborative team environment.