Wealth Management Client Advisor Associate

Next Frontier Capital; Town of Brookfield (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

On-site wellness centers

Employee assistance programs

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors.

You will handle account openings, money movements, and trades while fostering client relationships and ensuring regulatory compliance. A strong licensing background is required, with ongoing professional development offered by the firm.

Qualifications

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

Responsibilities

• Provide client service and operational support to Private Client Advisors.
• Process account openings, money movement, and investment trades accurately and timely.
• Build and maintain client relationships, assist with wealth planning and referrals.
• Assist in client reviews, risk management and reporting.
• Support adherence to compliance and Know Your Customer procedures.
• Track daily work and help maintain team culture.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors.

You will handle account openings, money movements, and trades while fostering client relationships and ensuring regulatory compliance. A strong licensing background is required, with ongoing professional development offered by the firm.