Wealth Management: Private Client Investment Associate

Next Frontier Capital

United States

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and operational support to Private Client Advisors. You will handle account openings, money movements and trades, while aiding in wealth planning and referral management.

The role emphasizes relationship-building, timely processing, and adherence to risk controls and compliance requirements within a collaborative team environment.

Qualifications

Active Series 7 license is required or may be obtained within 60 days of employment.
SIE exam must be active if registered after Oct 2018.
Active Series 66 (63/65) license and Life & Health Insurance license must be obtained within 60 days of starting in the role.

Responsibilities

Provide client service and support to Private Client Advisors in Wealth Management.
Process account openings, money movement, and investment trades to support book of business.
Maintain client relationships through timely requests, issue resolution, and wealth planning assistance.
Engage in risk management, Know Your Customer procedures, and account reviews.
Support compliance with operational procedures and required forms.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

The role emphasizes relationship-building, timely processing, and adherence to risk controls and compliance requirements within a collaborative team environment.

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