Wealth Management Associate: Private Client Investments

JPMorganChase; Florida; On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

You will assist with client requests, wealth planning, and referral management while ensuring risk controls are followed. The role emphasizes servicing high-net-worth clients, coordinating account opening, money movements, and investment trades, and supporting advisors in delivering tailored investment solutions.

Qualifications

• Valid and active Series 7 license required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018 you must have a valid and active SIE exam.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role.

Responsibilities

• Support Advisors book of business including account opening, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships, processing requests and resolving issues.
• Assist in managing relationship and account reviews, promote firm services and prepare performance reports.
• Actively engage in Risk Management including Know Your Customer procedures and account reviews.
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation).
• Prioritize daily work, track progress for current work, and meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and operational support to Private Client Advisors within Wealth Management.

You will assist with client requests, wealth planning, and referral management while ensuring risk controls are followed. The role emphasizes servicing high-net-worth clients, coordinating account opening, money movements, and investment trades, and supporting advisors in delivering tailored investment solutions.