Wealth Management Private Client Specialist

Testing Site - JPMC; Wheaton (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan Chase in Wheaton, IL is seeking a Private Client Investment Associate to deliver exceptional client service and operational support for Private Client Advisors.

You will handle account openings, money movement, and trades with accuracy while fostering client relationships and supporting wealth planning initiatives. You will also participate in risk management procedures and ensure compliance with regulatory requirements, contributing to efficient workflows and timely deadlines within

Qualifications

• Active Series 7 license or within 60 days of employment.
• Valid and active Securities Industry Essentials (SIE) exam if registered after Oct 1, 2018.
• Active Series 66 (63/65) and Life & Health licenses must be obtained within 60 days of starting.

Responsibilities

• Deliver exceptional client service and operational support to Private Client Advisors.
• Manage account openings, money movement, and investment trades with precision.
• Assist in client relationship building and wealth planning offerings.
• Support risk management processes, compliance, and regulatory requirements.
• Prioritize tasks, track progress, and contribute to a positive team environment.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in Wheaton, IL is seeking a Private Client Investment Associate to deliver exceptional client service and operational support for Private Client Advisors.

You will handle account openings, money movement, and trades with accuracy while fostering client relationships and supporting wealth planning initiatives. You will also participate in risk management procedures and ensure compliance with regulatory requirements, contributing to efficient workflows and timely deadlines within