Wealth Management Private Client Associate

JPMorgan Chase & Co.; Danville (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Private Client Investment Associate to provide exceptional service in Wealth Management. This role involves supporting Private Client Advisors, facilitating operational requests, and building strong client relationships.

The ideal candidate will have a Series 7 license and assist in wealth planning and risk management while contributing to a team-focused culture.

Qualifications

• Valid and active Series 7 license required.
• Securities Industry Essential (SIE) exam for registrations after October 1, 2018.
• Life and Health Insurance license needed within 60 days.

Responsibilities

• Support Advisors in operational requests.
• Build and maintain client relationships.
• Assist in managing relationship and account reviews.
• Engage in Risk Management procedures.
• Support compliance requirements and documentation.

Skills

Client relationship management

Risk management

Operational support

Job description

JPMorgan Chase & Co. is looking for a Private Client Investment Associate to provide exceptional service in Wealth Management. This role involves supporting Private Client Advisors, facilitating operational requests, and building strong client relationships.

The ideal candidate will have a Series 7 license and assist in wealth planning and risk management while contributing to a team-focused culture.