Wealth Management Associate - Client Service & Investments

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Investment Associate in Wealth Management to deliver top-tier client service and support Private Client Advisors with account openings, money movements and trades.

You will help foster client relationships, participate in wealth planning discussions, and assist Advisors with referrals, account reviews, and risk management procedures. Strong compliance and regulatory awareness are essential.

Qualifications

• Active Series 7 license required, or to be obtained within 120 days of employment.
• If registered after Oct 1, 2018, must also hold a valid SIE exam.
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of start.

Responsibilities

• Deliver exceptional client service and operational support to Private Client Advisors.
• Process account openings, money movements and investment trades with accuracy and speed.
• Assist with client relationships, wealth planning, referrals and lead generation for Advisors.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. seeks a Private Client Investment Associate in Wealth Management to deliver top-tier client service and support Private Client Advisors with account openings, money movements and trades.

You will help foster client relationships, participate in wealth planning discussions, and assist Advisors with referrals, account reviews, and risk management procedures. Strong compliance and regulatory awareness are essential.