Wealth Management: Private Client Investment Associate

JPMorgan Chase & Co.; Saint Charles (AR); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support for Private Client Advisors.

The role focuses on operational requests including account openings, money movement, and investment trades, with emphasis on accuracy, timeliness, and risk management. You will help Advisors with client relationships, wealth planning, and lead generation while ensuring regulatory compliance and timely performance reporting.

Qualifications

• Active Series 7 license required or may be obtained within 120 days of employment.
• If registered after Oct 1, 2018, must have valid SIE exam.
• Active Series 66 (or 63/65) and Life & Health Insurance licenses must be obtained within 120 days.

Responsibilities

• Support Advisors book of business, facilitating account openings, money movement and investment trades.
• Assist Advisors by building and maintaining client relationships and providing up‑to‑date information.
• Assist in managing account reviews and promoting firm services to deepen client relationships.

Skills

Series 7

SIE

Series 66/63/65

Life & Health Insurance License

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support for Private Client Advisors.

The role focuses on operational requests including account openings, money movement, and investment trades, with emphasis on accuracy, timeliness, and risk management. You will help Advisors with client relationships, wealth planning, and lead generation while ensuring regulatory compliance and timely performance reporting.