Wealth Management Private Client Investment Associate

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

Job summary

JPMorgan Chase in New York seeks a Private Client Investment Associate within Wealth Management to deliver client service, process account openings, trades and wealth planning support for Private Client Advisors.

Requirements include active Series 7, SIE, Series 66 (63/65) and Life & Health Insurance licenses; candidates should excel in client relationships, risk management and regulatory compliance while contributing to team success.

Qualifications

• Active securities licenses required or can be obtained within 60 days of employment.
• Licenses include Series 7, Series 66 and Life & Health Insurance.

Responsibilities

• Provide client service and operational support to Private Client Advisors.
• Assist with account openings, money movement and investment trades.
• Support wealth planning, client communications and referral management.

Skills

Series 7 License

SIE Exam

Series 66 (63/65)

Life & Health Insurance license

Job description

JPMorgan Chase in New York seeks a Private Client Investment Associate within Wealth Management to deliver client service, process account openings, trades and wealth planning support for Private Client Advisors.

Requirements include active Series 7, SIE, Series 66 (63/65) and Life & Health Insurance licenses; candidates should excel in client relationships, risk management and regulatory compliance while contributing to team success.