Wealth Management: Private Client Investment Associate

Testing Site - JPMC; Arlington Heights (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will engage in account openings, money movements, and trades while assisting with wealth planning for clients and referrals.

The role focuses on maintaining client relationships, enabling timely information delivery, and supporting risk management and compliance within a fast-paced team environment.

Qualifications

• Active Series 7 license required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018 you must also have a valid SIE exam.
• A valid Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 120 days of starting.

Responsibilities

• Support Advisors book of business including account openings, money movement, and investment trades.
• Assist Advisors by building and maintaining client relationships through processing requests and resolving issues.
• Prepare timely and accurate performance reports and assist in wealth planning for clients and referrals.

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors. You will engage in account openings, money movements, and trades while assisting with wealth planning for clients and referrals.

The role focuses on maintaining client relationships, enabling timely information delivery, and supporting risk management and compliance within a fast-paced team environment.