Wealth Management Associate - Private Client Solutions

Fairygodboss; Oklahoma City (OK); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors in Wealth Management. You will handle client inquiries, account operations, and wealth planning support.

The role requires active securities licenses (Series 7, SIE, Series 66) and Life and Health licenses within 60 days. You will work in a fast-paced, compliance-driven environment, building relationships while helping to grow client assets.

Qualifications

• Active Series 7 license required or obtained within 60 days of employment.
• If registered after Oct 1, 2018, must also have a valid SIE exam.
• Active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 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 and providing wealth planning support.
• Assist in managing relationship and account reviews, preparing performance reports.
• Engage in risk management including Know Your Customer procedures and account reviews.
• Support compliance requirements and complete required operational forms and documentation.
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Skills

Client service

Relationship management

Communication

Attention to detail

Tools

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors in Wealth Management. You will handle client inquiries, account operations, and wealth planning support.

The role requires active securities licenses (Series 7, SIE, Series 66) and Life and Health licenses within 60 days. You will work in a fast-paced, compliance-driven environment, building relationships while helping to grow client assets.