Wealth Management: Private Client Investment Associate

Aumni; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in New York is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support and administrative assistance to Private Client Advisors.

The role focuses on facilitating account openings, money movements, and investment trades while helping deepen client relationships and ensuring regulatory compliance. A successful candidate will possess the required licenses and a client-facing mindset.

Qualifications

• Active Series 7 license or one may be obtained within 60 days of employment.
• If registered after Oct 1, 2018, must have active Securities Industry Essentials (SIE) exam.
• Active Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days of start.

Responsibilities

• Provide client service and operational support to Private Client Advisors within Wealth Management.
• Process requests such as account openings, money movement, and investment trades to support Advisors.
• Assist in relationship management, lead generation, and preparation of performance reports.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in New York is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational support and administrative assistance to Private Client Advisors.

The role focuses on facilitating account openings, money movements, and investment trades while helping deepen client relationships and ensuring regulatory compliance. A successful candidate will possess the required licenses and a client-facing mindset.