Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Glenview (IL); On-site; USD 37,000 - 51,000; Full time

Job summary

JPMorgan Chase & Co. in Glenview, IL is seeking a Private Client Investment Associate within Wealth Management.

You will deliver client service, support advisors, and manage day-to-day operational tasks, including account openings, money movements, and investment trades. The role emphasizes compliance, risk management, and building client relationships, with exposure to a broad investment platform and professional development opportunities.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (SIE) exam
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

Responsibilities

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• 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 Inquires
• 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 & Co. in Glenview, IL is seeking a Private Client Investment Associate within Wealth Management.

You will deliver client service, support advisors, and manage day-to-day operational tasks, including account openings, money movements, and investment trades. The role emphasizes compliance, risk management, and building client relationships, with exposure to a broad investment platform and professional development opportunities.