Wealth Management: Private Client Investment Associate

Fairygodboss; Grosse Pointe Farms (MI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional service, support Advisors, and manage operational requests such as account openings, money movement, and trades.

You will help foster client relationships, assist with wealth planning, and participate in risk management while ensuring timely, accurate execution and adherence to regulatory requirements.

Qualifications

• Valid and active Series 7 license required.
• If registered after Oct 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam.
• A valid and active Series 66 (63/65) license must be obtained within 120 days of starting in the role.
• 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 facilitating account openings, 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 wealth planning and referral source management.

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional service, support Advisors, and manage operational requests such as account openings, money movement, and trades.

You will help foster client relationships, assist with wealth planning, and participate in risk management while ensuring timely, accurate execution and adherence to regulatory requirements.