Wealth Management: Private Client Associate

Next Frontier Capital; Lafayette (LA); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors.

You will assist with account openings, money movement, and investment trades, while helping deepen client relationships and wealth planning efforts. You will also participate in risk management, regulatory compliance, and reporting duties, ensuring timely delivery and accuracy across the book of business.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days.
• If you were registered after October 1, 2018 you must also have a valid and active SIE exam.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors book of business including facilitating account openings, money movement and investment trades.
• Assist in building and maintaining client relationships through processing requests, resolving issues, and providing wealth planning information.
• Assist in managing relationship and account reviews; prepare timely and accurate performance reports.
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries.
• Support business unit operational procedures and compliance requirements with forms and documentation.
• Prioritize daily work, track progress for current work, and consistently meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life & Health Insurance license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors.

You will assist with account openings, money movement, and investment trades, while helping deepen client relationships and wealth planning efforts. You will also participate in risk management, regulatory compliance, and reporting duties, ensuring timely delivery and accuracy across the book of business.