Wealth Management Private Client Associate

JPMorgan Chase & Co.; Detroit (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Wealth Management in Detroit seeks a Private Client Investment Associate to provide exceptional client service, operational support, and relationship assistance to Private Client Advisors. You will help with account openings, money movements and trades while fostering client relationships.

The role emphasizes risk management, regulatory compliance, and timely task prioritization within a collaborative team environment.

Qualifications

• Active Series 7 license required or to be obtained within 120 days of employment.
• SIE (Securities Industry Essential) exam must be valid if registered after Oct 1, 2018.
• Active Series 66 (63/65) license and Life and Health Insurance license must be obtained within 120 days of starting.

Responsibilities

• Support Advisors with book of business including account opening, money movement and investment trades.
• Assist Advisors with client relationships, wealth planning, referrals, and lead generation.
• Assist in relationship/account reviews and prepare performance reports.
• Participate in Risk Management procedures including Know Your Customer and account reviews.
• Support compliance and regulatory requirements and complete required forms.

Job description

J.P. Morgan Wealth Management in Detroit seeks a Private Client Investment Associate to provide exceptional client service, operational support, and relationship assistance to Private Client Advisors. You will help with account openings, money movements and trades while fostering client relationships.

The role emphasizes risk management, regulatory compliance, and timely task prioritization within a collaborative team environment.