Wealth Management: Private Client Associate

JPMorganChase; New York (NY); On-site; USD 36,492 - 51,660; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in New York is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests. The role emphasizes relationship building and compliance with regulatory requirements, aiming to enhance client experiences. Ideal candidates will have requisite financial licenses and a passion for helping clients achieve their financial goals.

Qualifications

• A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment.
• If registered after October 1, 2018, a valid and active SIE exam is also required.
• Must obtain a valid Series 66 license and Life and Health Insurance license within 120 days.

Responsibilities

• Support Advisors by facilitating operational requests such as account opening and trades.
• Build and maintain client relationships and assist in ongoing wealth planning.
• Assist in account reviews and promote firm services.

Skills

Client relationship management

Operational support

Risk management

Education

Series 7 license

Securities Industry Essential (SIE) exam

Series 66 license

Job description

A leading financial services firm in New York is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests. The role emphasizes relationship building and compliance with regulatory requirements, aiming to enhance client experiences. Ideal candidates will have requisite financial licenses and a passion for helping clients achieve their financial goals.