Wealth Management: Private Client Investment Associate

JP Morgan Chase; Chicago (IL); On-site; USD 37,000 - 51,000; Full time

Benefits offered by this job

Commission-based pay

Employee benefits package

Job summary

J.P. Morgan Chase in Chicago, IL is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors within Wealth Management. The role interfaces with clients and advisors to deliver investment solutions and maintain strong client relationships.

The position requires active securities licenses and adherence to regulatory requirements, with growth opportunities in a dynamic, service-focused environment.

Qualifications

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

Responsibilities

• Support Advisors book of business by handling account openings, money movement and investment trades.
• Assist in building client relationships by processing requests, resolving issues and providing up-to-date information for wealth planning and lead generation.
• Manage relationships and account reviews, promote firm services to deepen client relationships and prepare performance reports.
• Engage in Risk Management including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance, including completion of required forms and documentation.
• Prioritize daily work, track progress and meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in Chicago, IL is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors within Wealth Management. The role interfaces with clients and advisors to deliver investment solutions and maintain strong client relationships.

The position requires active securities licenses and adherence to regulatory requirements, with growth opportunities in a dynamic, service-focused environment.