Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.

Jacksonville (FL)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Health coverage

On-site wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

More benefits

Job summary

J.P. Morgan Wealth Management seeks a Private Client Investment Associate in Jacksonville, FL to deliver client service and operational support to Private Client Advisors. You will process account openings, transfers, and trades, while helping with wealth planning and referrals.

Legal licensing requirements include Series 7, SIE, Series 66 and Life & Health Insurance within specified timelines. A collaborative, compliant finance professional will thrive in this role with competitive rewards and

Qualifications

Valid and active Series 7 license required or obtained within 60 days of employment.
If registered after Oct 1, 2018, must have a valid and active SIE exam.
Valid Series 66 (63/65) and Life & Health Insurance licenses must be obtained within 60 days of starting in the role.

Responsibilities

Support Advisors book of business by facilitating operational requests such as account openings, money movement and investment trades.
Aid Advisors by building and maintaining client relationships and assisting with wealth planning and referrals.
Assist in managing relationship and account reviews and prepare performance reports.
Engage in risk management including Know Your Customer procedures and account reviews.
Support compliance and documentation requirements and maintain deadlines.
Maintain and foster team culture.