Wealth Management: Private Client Associate & Relationship Builder

JPMorgan Chase & Co.; Bethesda (MD); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management.

You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk controls. Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships; preparing performance reports; and assisting with referrals and lead generation.

Qualifications

• Active Series 7 license required or may be obtained within 60 days of employment
• Valid and active Securities Industry Essentials (SIE) exam if registered after Oct 1, 2018
• Active Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days

Responsibilities

• Support Advisors' book of business: account openings, money movement, and investment trades
• Build and maintain client relationships; resolve issues and provide up-to-date information
• Assist in wealth planning for clients and referral source management
• Assist in relationship/account reviews; prepare performance reports
• Engage in risk management including KYC procedures and account reviews
• Support compliance and required operational forms and documentation
• Prioritize daily work, track progress, and meet deadlines

Job description

J.P. Morgan Chase in Bethesda, MD is seeking a Private Client Investment Associate to support Private Client Advisors in Wealth Management.

You will handle client service, operational requests, and wealth planning support, while maintaining regulatory compliance and risk controls. Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships; preparing performance reports; and assisting with referrals and lead generation.