Wealth Management Client Associate — Fast-Track to Advisors

JPMorganChase; Miami (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Advisors, a premier wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and deliver tailored wealth management solutions to ultra-high-net-worth clients. You will help deliver high-quality client service, coordinate account documentation, and assist in executing investment strategies.

Success in this role requires a Bachelor's degree, Series 7 & 66 within 180 days, and strong communication skills in both Spanish and English.

Qualifications

• Bachelor's degree or equivalent experience required.
• Series 7 & 66 licenses required within 180 days of start date.
• Proactive, self-starter who can work independently in a fast-paced environment.
• Bilingual Spanish and English required.

Responsibilities

• Own client onboarding and account maintenance, collect information and documents, and provide investment quotes while complying with regulations.
• Interface with clients and Financial Advisors to make investment recommendations and execute trades across equities, mutual funds, fixed income, and private investments.
• Support a diverse suite of products and applications including Advisor Services and wealth planning tools.

Skills

Self-starter

Client service

Bilingual Spanish and English

Regulatory awareness

Effective communication

Education

Bachelor's degree or equivalent experience

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Advisors, a premier wealth management team within JPMorgan Chase, seeks a Client Associate to support Financial Advisors and deliver tailored wealth management solutions to ultra-high-net-worth clients. You will help deliver high-quality client service, coordinate account documentation, and assist in executing investment strategies.

Success in this role requires a Bachelor's degree, Series 7 & 66 within 180 days, and strong communication skills in both Spanish and English.