Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Orangeburg (NY); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate in New York to support Private Client Advisors with client service, operations, and wealth planning activities.

You will handle account openings, money movements and trades while maintaining strong client relationships. Required licenses include Series 7 (or obtained within 120 days), SIE if registered after 2018, and Series 66 with Life/Health insurance licensing within 120 days.

Qualifications

• Must hold a valid Series 7 license or obtain within 120 days.
• If registered after Oct 1, 2018, must have a valid SIE exam.
• Must obtain Series 66 license within 120 days of start.

Responsabilités

• Provide client service and operational support to Private Client Advisors.
• Process account openings, money movements and investment trades accurately.
• Build client relationships and assist in wealth planning and referrals.
• Assist in relationship reviews and prepare performance reports.
• Support risk management and compliance procedures as required.

Connaissances

Series 7 license

SIE exam

Series 66 license

Description du poste

J.P. Morgan Chase is seeking a Private Client Investment Associate in New York to support Private Client Advisors with client service, operations, and wealth planning activities.

You will handle account openings, money movements and trades while maintaining strong client relationships. Required licenses include Series 7 (or obtained within 120 days), SIE if registered after 2018, and Series 66 with Life/Health insurance licensing within 120 days.