Wealth Advisor: Private Client Investment Associate

JPMorganChase; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and administrative assistance to Private Client Advisors.

You will help with account openings, money movements, and trades while promoting relationship development and wealth planning. Daily duties include processing requests, supporting risk management, and ensuring compliant documentation.

Qualifications

• Active Series 7 license or must be obtained within 60 days of employment.
• If registered after Oct 1, 2018 you must have an active Securities Industry Essentials (SIE) exam.
• A valid Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of starting in the role.

Responsibilities

• Facilitate accurately and timely operational requests such as account openings, money movement and investment trades.
• Build and maintain client relationships through processing requests, resolving issues, and providing up-to-date information and wealth planning support.
• Assist in managing relationship and account reviews, promoting firm services and preparing performance reports.
• Engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries.
• Support operational procedures and compliance requirements and complete required forms and documentation.
• Prioritize daily work, track progress and consistently meet deadlines.
• Maintain and foster team culture.

Skills

Client service

Relationship management

Compliance awareness

Operational support

Education

Series 7 license

SIE exam

Series 66 license (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and administrative assistance to Private Client Advisors.

You will help with account openings, money movements, and trades while promoting relationship development and wealth planning. Daily duties include processing requests, supporting risk management, and ensuring compliant documentation.