Wealth Management: Private Client Investment Associate

JPMorganChase; Fort Worth (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase in Fort Worth, TX is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors while upholding the firm’s high standards of service and integrity.

You will assist with wealth planning, processing requests, and maintaining client relationships, while adhering to risk controls and regulatory requirements. This role requires relevant FINRA licenses and insurance credentials where applicable.

Qualifications

• Active Series 7 license required or obtainable within 60 days.
• If registered after Oct 1, 2018 you must have a valid SIE exam.
• Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days.

Responsibilities

• Support Advisors book of business including facilitating account openings, money movement and investment trades.
• Aid Advisors by building and maintaining client relationships through processing requests and resolving issues.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports.
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries.
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation).
• Prioritize daily work, track progress for current work, and consistently meet deadlines.
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

JPMorgan Chase in Fort Worth, TX is seeking a Private Client Investment Associate within Wealth Management to provide client service and operational support to Private Client Advisors while upholding the firm’s high standards of service and integrity.

You will assist with wealth planning, processing requests, and maintaining client relationships, while adhering to risk controls and regulatory requirements. This role requires relevant FINRA licenses and insurance credentials where applicable.