Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Mesa (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and ongoing wealth planning assistance to Private Client Advisors.

You will manage account openings, money movements, and investment trades while ensuring regulatory compliance and contributing to referral source management and new lead generation.

Qualifications

• Valid and active securities licenses required (Series 7) or obtainable within 60 days of employment.
• If registered after Oct 1, 2018, must have valid and active SIE exam.
• Life and Health license must be obtained within 60 days of starting in role.

Responsibilities

• Support Advisors' book of business with account openings, money movement, and trades.
• Build/maintain client relationships; process requests and assist with wealth planning.
• Assist in relationship/account reviews; prepare performance reports.

Skills

Series 7 license

SIE exam

Series 66 license

Life & Health License

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support, and ongoing wealth planning assistance to Private Client Advisors.

You will manage account openings, money movements, and investment trades while ensuring regulatory compliance and contributing to referral source management and new lead generation.