Wealth Management Client Associate

JPMorgan Chase & Co.; Wilmette (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Wilmette, IL seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will deliver client service, handle operational requests, and assist in wealth planning for client relationships.

Responsibilities include processing account openings, trades, referrals, and performance reporting, while maintaining risk controls and regulatory compliance. A Series 7 license and SIE are required or obtainable within 60 days.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• A valid and 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 by facilitating account openings, money movement, and investment trades.
• Assist Advisors by maintaining client relationships, processing requests, resolving issues, and aiding wealth planning.
• Assist in managing client reviews, prepare performance reports, and promote firm services to deepen relationships.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health license

Job description

JPMorgan Chase & Co. in Wilmette, IL seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will deliver client service, handle operational requests, and assist in wealth planning for client relationships.

Responsibilities include processing account openings, trades, referrals, and performance reporting, while maintaining risk controls and regulatory compliance. A Series 7 license and SIE are required or obtainable within 60 days.