Wealth Management: Private Client Investment Associate

Next Frontier Capital; Bellevue (WA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Backup childcare

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors.

You will assist with account openings, money movement and investment trades while helping manage client relationships and wealth planning initiatives. The role emphasizes risk management, regulatory procedures and timely, accurate reporting, with a focus on delivering exceptional client service in a

Qualifications

• Requires valid and active securities licenses (Series 7 or may be obtained within 60 days) and additional Series 66/Life & Health licenses within 60 days.

Responsibilities

• Support Advisors by handling book of business including account openings, money movement and trades.
• Build and maintain client relationships through processing requests and wealth planning support.
• Assist in reviews, reporting and promoting firm services to deepen client relationships.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors.

You will assist with account openings, money movement and investment trades while helping manage client relationships and wealth planning initiatives. The role emphasizes risk management, regulatory procedures and timely, accurate reporting, with a focus on delivering exceptional client service in a