Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Fort Worth (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

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

The role includes facilitating account openings, money movements, and investment trades, building relationships, resolving issues, and providing up-to-date information to clients while supporting ongoing wealth planning and referral management.

Qualifications

• Active Series 7 license required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018 a valid and active SIE exam is required.
• A valid 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 including facilitating operational requests such as account openings, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely performance reports.
• Engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries.
• Support business unit procedures and compliance requirements (e.g. 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 & Health Insurance license

Job description

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

The role includes facilitating account openings, money movements, and investment trades, building relationships, resolving issues, and providing up-to-date information to clients while supporting ongoing wealth planning and referral management.