Wealth Advisory Associate: Client Growth & Investments

JPMorganChase; La Mirada (CA); Presencial; USD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive base salary

Benefits package

Resumo da oferta

JPMorgan Chase is seeking a proactive team member to support financial Advisors by processing client requests, opening accounts, and facilitating trades. You will help deepen client relationships and assist with wealth planning and referral management.

Role involves risk management, KYC procedures, account reviews, and adherence to regulatory requirements, while maintaining strong teamwork and client service excellence.

Qualificações

• Active Series 7 license required or must be obtained within 60 days of employment.
• Valid SIE exam required if registered after Oct 2018.
• Active Series 66 (63/65) and Life and Health Insurance licenses must be obtained within 60 days of start.

Responsabilidades

• Support Advisors book of business by handling account openings, money movements and trades.
• Assist Advisors with client relationships, requests, information and wealth planning.
• Help manage relationships, reviews and performance reports for clients.
• Engage in risk management, including KYC procedures and account reviews.
• Support operational procedures and compliance documentation.
• Prioritize daily work and meet deadlines while fostering team culture.

Formação académica

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Descrição da oferta de emprego

JPMorgan Chase is seeking a proactive team member to support financial Advisors by processing client requests, opening accounts, and facilitating trades. You will help deepen client relationships and assist with wealth planning and referral management.

Role involves risk management, KYC procedures, account reviews, and adherence to regulatory requirements, while maintaining strong teamwork and client service excellence.