Wealth Management: Private Client Investment Associate

Testing Site - JPMC; Fort Lauderdale (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

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

You will handle account openings, money movement, investment trades, build client relationships, prepare performance reports, and assist with wealth planning and referrals. The role emphasizes risk management and compliance in a fast-paced team environment.

Qualifications

• Valid securities licenses or certificates required or to be obtained within a defined period.
• Demonstrated knowledge of investment products and regulatory requirements.
• Strong accuracy and attention to detail in processing financial transactions.

Responsibilities

• Support Advisors book of business including account opening, money movement and investment trades.
• Assist in maintaining client relationships, processing requests, resolving issues and providing up-to-date information.
• Assist Advisors with ongoing wealth planning for clients and referral source management and new lead generation.
• Help manage relationship and account reviews and prepare performance reports.
• Engage in Risk Management; Know Your Customer, Account Reviews and Inquiries.
• Support operational procedures and compliance requirements (forms and documentation).
• Prioritize daily work and ensure deadlines are met while fostering team culture.

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

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

You will handle account openings, money movement, investment trades, build client relationships, prepare performance reports, and assist with wealth planning and referrals. The role emphasizes risk management and compliance in a fast-paced team environment.