Wealth Management: Private Client Associate
JPMorganChase
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm in San Antonio is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with investment solutions, maintaining client relationships, managing account reviews, and ensuring compliance with operational procedures. Candidates must hold required licenses including Series 7, Series 66, and a Life and Health Insurance license. Competitive salary and comprehensive benefits package offered.
Qualifications
- Must have a valid and active Series 7.
- Required to have a valid SIE exam if registered after October 1, 2018.
- Series 66 and Life and Health Insurance license needed within 60 days.
Responsibilities
- Support Advisors in managing their business including operational requests.
- Build and maintain client relationships, resolve issues, and provide updates.
- Assist in account reviews and prepare performance reports.
- Engage in Risk Management including account reviews.
- Support compliance requirements and documentation.
- Prioritize daily tasks and meet deadlines.
- Foster team culture.
Skills
Valid and active Series 7
Valid and active Securities Industry Essential (SIE) exam
Valid and active Series 66 (63/65)
Life and Health Insurance license
Job description
A leading financial services firm in San Antonio is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with investment solutions, maintaining client relationships, managing account reviews, and ensuring compliance with operational procedures. Candidates must hold required licenses including Series 7, Series 66, and a Life and Health Insurance license. Competitive salary and comprehensive benefits package offered.
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