Wealth Client Advisor – Investments & Planning
JPMorganChase
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
JPMorganChase in Huntington Beach is seeking a qualified professional to support financial advisors by handling operational requests and maintaining strong client relationships. The role includes managing account reviews, engaging in risk management, and ensuring compliance with business unit procedures.
Applicants must have a Series 7 license, and may need to acquire additional licenses promptly. The company offers a competitive rewards package with comprehensive benefits and emphasizes a commitment to diversity and inclusion.
Qualifications
- A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment.
- If registered after October 1, 2018, must have a valid and active Securities Industry Essential (SIE) exam.
- Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role.
Responsibilities
- Support Advisors' book of business with operational requests.
- Build and maintain client relationships through requests and follow-ups.
- Assist in account reviews and performance reporting.
- Engage in Risk Management and compliance procedures.
- Prioritize daily work and meet deadlines.
- Foster and maintain team culture.
Skills
Job description
JPMorganChase in Huntington Beach is seeking a qualified professional to support financial advisors by handling operational requests and maintaining strong client relationships. The role includes managing account reviews, engaging in risk management, and ensuring compliance with business unit procedures.
Applicants must have a Series 7 license, and may need to acquire additional licenses promptly. The company offers a competitive rewards package with comprehensive benefits and emphasizes a commitment to diversity and inclusion.
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