Wealth Management Client Investment Associate

Fairygodboss; Ten Mile Run (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management. You will provide client service, operational support to Private Client Advisors, and help deliver tailored investment solutions to high-net-worth clients.

Key responsibilities include processing account openings, transfers, and trades, building client relationships, preparing performance reports, and ensuring KYC and regulatory compliance. This role requires licensing and ongoing professional development.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018, a valid SIE exam is required.
• A valid and active Series 66 (63/65) and Life & 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 through processing requests and providing wealth planning support.
• Assist in managing relationship and account reviews and prepare performance reports.
• Engage in Risk Management including Know Your Customer procedures and account reviews.
• Support business unit procedures and compliance requirements and documentation.
• Prioritize daily work, track progress, 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 within Wealth Management. You will provide client service, operational support to Private Client Advisors, and help deliver tailored investment solutions to high-net-worth clients.

Key responsibilities include processing account openings, transfers, and trades, building client relationships, preparing performance reports, and ensuring KYC and regulatory compliance. This role requires licensing and ongoing professional development.