Wealth Management: Private Client Investment Associate

Fairygodboss; Oak Park (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors.

You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy and timeliness. You'll also assist with client relationships, wealth planning, and risk-management procedures while maintaining a positive team environment.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 120 days as a condition of employment.
• If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam.
• A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66/63/65 license

Life and Health Insurance license

Tools

None

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors.

You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy and timeliness. You'll also assist with client relationships, wealth planning, and risk-management procedures while maintaining a positive team environment.