Wealth Management: Private Client Solutions Associate

JPMorgan Chase & Co.; South Brunswick (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to deliver client service, support Advisors, and manage operational tasks with precision.

You will facilitate account openings, money movements, and trades; build client relationships; generate referrals and assist in wealth planning. This role emphasizes risk awareness, regulatory compliance, and teamwork in a fast-paced environment.

Qualifications

• Active Series 7 license is required or can be obtained within 120 days.
• SIE exam must be active if registered after Oct 1, 2018.
• Series 66 (63/65) license must be obtained within 120 days of start.
• Life and Health Insurance license must be active within 120 days.

Responsibilities

• Support Advisors with book of business including account openings and trades.
• Process money movements and investment requests accurately and timely.
• Maintain client relationships and provide up-to-date information for wealth planning.
• Assist in risk management, KYCP procedures, and regulatory reviews.
• Help with performance reports and referral source management.

Skills

Client service

Relationship management

Operational support

Trade processing

Education

Series 7 license

SIE exam

Series 66 license (63/65)

Life & Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate within Wealth Management to deliver client service, support Advisors, and manage operational tasks with precision.

You will facilitate account openings, money movements, and trades; build client relationships; generate referrals and assist in wealth planning. This role emphasizes risk awareness, regulatory compliance, and teamwork in a fast-paced environment.