Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Florida; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Aventura, FL is seeking a Private Client Investment Associate in Wealth Management to provide client service and operational support to Private Client Advisors.

You will handle account openings, money movements, and trades while supporting wealth planning and relationship management. Responsibilities include assisting with client reviews, performance reporting, and risk management compliance such as Know Your Customer procedures.

Qualifications

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

Responsibilities

• Support Advisors' book of business by facilitating account openings, money movement and trades
• Assist in building client relationships through processing requests and providing up-to-date information
• Assist in wealth planning for clients and referral source management
• Manage relationship and account reviews, and prepare performance reports
• Support Risk Management including Know Your Customer procedures and account reviews
• Assist with operational forms and documentation
• Prioritize daily work and meet deadlines while maintaining team culture

Skills

Client service

Relationship building

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life & Health Insurance license

Job description

JPMorgan Chase & Co. in Aventura, FL is seeking a Private Client Investment Associate in Wealth Management to provide client service and operational support to Private Client Advisors.

You will handle account openings, money movements, and trades while supporting wealth planning and relationship management. Responsibilities include assisting with client reviews, performance reporting, and risk management compliance such as Know Your Customer procedures.