Wealth Management Associate — Private Client

Next Frontier Capital; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care benefits

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors while helping to manage a broad range of wealth management activities.

You will engage in risk management, comply with Know Your Customer procedures, and support the Advisors with ongoing wealth planning and lead generation efforts, contributing to a team-driven culture.

Qualifications

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

Responsibilities

• Support Advisors' book of business by facilitating operational requests such as account openings, money movements and investment trades.
• Build and maintain client relationships by processing requests, resolving issues and providing up-to-date information for wealth planning and referrals.
• Assist in managing relationship and account reviews, and prepare timely performance reports.

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

JPMorgan Chase is seeking a Private Client Investment Associate within Wealth Management in the United States. You will provide client service, operational support, and administrative assistance to Private Client Advisors while helping to manage a broad range of wealth management activities.

You will engage in risk management, comply with Know Your Customer procedures, and support the Advisors with ongoing wealth planning and lead generation efforts, contributing to a team-driven culture.