Private Client Wealth Support Associate

Next Frontier Capital; Jacksonville (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a frontline associate to support Private Client Advisors in Jacksonville, FL. You will handle operational requests like account openings, money movements, and trades while helping maintain client relationships and assisting with wealth planning for clients and referral sources.

You will also participate in relationship reviews, reporting, and ongoing risk management processes, ensuring timely and accurate information for advisors and clients.

Qualifications

• Active Series 7 license required or may be obtained within 60 days of employment.
• SIE exam required for those registered after Oct 1, 2018.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days of starting.

Responsibilities

• Support Advisors by handling books of business and operational requests (account openings, money movement, trades).
• Assist Advisors with client relationships, wealth planning for clients and referral management.

Education

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a frontline associate to support Private Client Advisors in Jacksonville, FL. You will handle operational requests like account openings, money movements, and trades while helping maintain client relationships and assisting with wealth planning for clients and referral sources.

You will also participate in relationship reviews, reporting, and ongoing risk management processes, ensuring timely and accurate information for advisors and clients.