Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and trades, ensuring precise execution.

You will assist in wealth planning, client reviews, and referral management while actively participating in risk management and regulatory compliance to uphold service standards and firm integrity.

Qualifications

• A valid and active Series 7 license is required or in 120 days.
• If registered after Oct 1, 2018, must have SIE exam.
• Series 66 and Life & Health licenses must be obtained within 120 days.

Responsibilities

• Support Advisors' book of business with account opening, money movement, and trades.
• Build and maintain client relationships; assist in wealth planning and referrals.
• Prepare performance reports and assist in client reviews.
• Engage in Know Your Customer and risk management procedures.
• Follow regulatory requirements and internal compliance processes.
• Prioritize daily work and maintain team culture.

Skills

Client service

Relationship building

Attention to detail

Time management

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life & Health Insurance license

Job description

JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate to deliver exceptional client service and support Private Client Advisors with account openings, money movement, and trades, ensuring precise execution.

You will assist in wealth planning, client reviews, and referral management while actively participating in risk management and regulatory compliance to uphold service standards and firm integrity.