Wealth Management: Private Client Associate

Fairygodboss; Findlay (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and operational support for Private Client Advisors. You will handle account openings, money movement, and trades, while helping deepen client relationships and supporting wealth planning.

You will participate in risk management and regulatory procedures, ensure timely task completion, and contribute to a collaborative team environment across the business unit.

Qualifications

• Valid and active Series 7 license required or to be obtained within 120 days.
• If registered after Oct 1, 2018, must have valid SIE exam.
• Valid Series 66 (63/65) and Life & Health Insurance licenses to be obtained within 120 days.

Responsibilities

• Support Advisors' book of business with account openings, money movement, and trades.
• Build and maintain client relationships; assist with wealth planning and referrals.
• Assist in relationship/account reviews and prepare performance reports.
• Engage in Risk Management; Know Your Customer, account reviews, inquiries.
• Support operational/compliance requirements and required forms.
• Prioritize daily work and meet deadlines; maintain 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 in Wealth Management to deliver exceptional client service and operational support for Private Client Advisors. You will handle account openings, money movement, and trades, while helping deepen client relationships and supporting wealth planning.

You will participate in risk management and regulatory procedures, ensure timely task completion, and contribute to a collaborative team environment across the business unit.