Wealth Management: Private Client Investment Associate

Fairygodboss; Covington (LA); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will handle account openings, fund transfers, and trades while maintaining client relationships and supporting reviews and reporting.

The role emphasizes risk management practices, regulatory compliance, and timely task execution within a fast-paced private wealth environment.

Qualifications

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

Responsibilities

• Support Advisors book of business by processing account openings, money movement, and trades.
• Build and maintain client relationships through requests, issue resolution, and wealth planning support.
• Assist in relationship/account reviews and prepare timely performance reports.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life and Health Insurance license

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will handle account openings, fund transfers, and trades while maintaining client relationships and supporting reviews and reporting.

The role emphasizes risk management practices, regulatory compliance, and timely task execution within a fast-paced private wealth environment.