Wealth Management: Private Client Investment Associate

JPMorganChase; Winnetka (IL); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors.

You will facilitate account openings, money movements, trades, and client inquiries while contributing to referral generation and ongoing relationship management. You will work within a collaborative team, handling risk management and regulatory compliance, and supporting reports and onboarding processes.

Qualifications

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after October 1, 2018, you must also have a valid and active SIE exam.
• A valid Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role.
• Wealth management and investment product knowledge preferred.

Responsabilités

• Support Advisors' book of business with account opening, money movement and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, and providing wealth planning assistance.
• Assist in managing relationship and account reviews; prepare timely performance reports.
• Engage in risk management, including Know Your Customer procedures and account reviews.
• Support operational procedures and compliance; complete required forms and documentation.
• Prioritize daily work, track progress, and meet deadlines; maintain team culture.

Connaissances

Series 7 license

SIE exam

Series 66 license

Life and Health license

Description du poste

J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors.

You will facilitate account openings, money movements, trades, and client inquiries while contributing to referral generation and ongoing relationship management. You will work within a collaborative team, handling risk management and regulatory compliance, and supporting reports and onboarding processes.