Wealth Management: Private Client Associate

JPMorgan Chase & Co.; Palm Springs (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Investment Associate within Wealth Management to provide client service and administrative support to Private Client Advisors.

You will facilitate account openings, money movements, and investment trades, assist in relationship management and wealth planning, and help with risk procedures and reporting. A valid Series 7 and, if required, SIE, Series 66, life/health licenses must be active within 60 days.

Qualifications

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

Responsibilities

• Support Advisors with book of business, including account openings, money movement, and investment trades.
• Build and maintain client relationships; process requests, resolve issues, and provide wealth planning information and referrals.
• Assist in managing relationship and account reviews; prepare timely performance reports.

Skills

Client service

Relationship management

Attention to detail

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Investment Associate within Wealth Management to provide client service and administrative support to Private Client Advisors.

You will facilitate account openings, money movements, and investment trades, assist in relationship management and wealth planning, and help with risk procedures and reporting. A valid Series 7 and, if required, SIE, Series 66, life/health licenses must be active within 60 days.