Wealth Management Associate: Private Client Investments

Aumni; Chandler (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors within Wealth Management. The role focuses on facilitating account openings, fund movements and trades, while helping deepen client relationships.

Key qualifications include active Series 7 (or within 60 days), SIE if registered after 2018-10-01, and Series 66 with Life & Health licenses within 60 days. Equal opportunity employer.

Qualifications

• Client service and relationship-building capabilities are essential.
• Experience supporting wealth management advisors and clients is preferred.
• Familiarity with regulatory and compliance processes is beneficial.

Responsibilities

• Support Advisors book of business including account opening, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships and providing wealth planning information.
• Assist in managing relationship and account reviews; prepare performance reports.
• Actively engage in Risk Management including Know Your Customer procedures and reviews.
• Support operational procedures and compliance requirements; complete required forms and documentation.
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Skills

Client service

Relationship management

Operational support

Risk management

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors within Wealth Management. The role focuses on facilitating account openings, fund movements and trades, while helping deepen client relationships.

Key qualifications include active Series 7 (or within 60 days), SIE if registered after 2018-10-01, and Series 66 with Life & Health licenses within 60 days. Equal opportunity employer.