Wealth Management: Private Client Investment Associate

Next Frontier Capital; Marietta (OH); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Competitive total rewards

Healthcare coverage

Retirement plan

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. You will help with account openings, money movements, and trades while supporting client relationships and wealth planning activities.

Responsibilities include risk management, reviews, reporting, and ensuring compliance. The role emphasizes timely, accurate processing and a collaborative team culture in the Ohio area.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• A valid Series 66 (63/65) and Life & Health Insurance license must be obtained within 120 days of starting.

Responsibilities

• Support Advisors with book of business: account openings, money movement and trades.
• Assist in building client relationships by processing requests and resolving issues.
• Provide up-to-date wealth planning information and assist with lead generation.
• Help manage relationship and account reviews; prepare performance reports.
• Engage in risk management including KYC, account reviews and inquiries.
• Support operational procedures and compliance tasks and documentation.
• Prioritize daily work, track progress, and maintain team culture.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life & Health Insurance license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. You will help with account openings, money movements, and trades while supporting client relationships and wealth planning activities.

Responsibilities include risk management, reviews, reporting, and ensuring compliance. The role emphasizes timely, accurate processing and a collaborative team culture in the Ohio area.