Private Client Wealth Management Associate

Aumni; Winnetka (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to provide client service, operations support, and wealth-management assistance to Private Client Advisors.

Responsibilities include processing account openings, trades, and money movements, maintaining client relationships, and assisting with wealth planning. Requires active Series 7 and SIE, plus Series 66/63/65 and Life/Health licenses within 60 days.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018, a valid and active SIE exam is required.
• A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting in the role.

Responsibilities

• Support Private Client Advisors by handling book-of-business operational requests (account openings, money movement, trades).
• Build and maintain client relationships through processing requests and providing up-to-date information.
• Assist with wealth planning for clients and referral source management; support lead generation.
• Engage in risk management activities including Know Your Customer and account reviews.
• Support compliance tasks and complete required operational forms and documentation.
• Prioritize daily work and ensure deadlines are met; contribute to team culture.

Skills

Series 7

SIE exam

Series 66/63/65

Life & Health Insurance license

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to provide client service, operations support, and wealth-management assistance to Private Client Advisors.

Responsibilities include processing account openings, trades, and money movements, maintaining client relationships, and assisting with wealth planning. Requires active Series 7 and SIE, plus Series 66/63/65 and Life/Health licenses within 60 days.