J.P. Morgan Wealth Management - Private Client Investment Associate - Orangeburg, NY

JPMorgan Chase & Co. • Orangeburg, NY

6h • $29 - $40

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational, marketing, and administrative support to Private Client Advisors. You will represent the firm and interact with clients, supporting Advisors in delivering investment solutions and meeting clients’ financial needs. The role includes supporting Advisors’ books of business, maintaining client relationships, assisting with wealth planning and referral source management, and supporting risk management and compliance procedures.

Requirements

• A valid and active Series 7 license is required, or must be obtained within 120 days of employment.
• For individuals registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is also required.
• A valid and active Series 66 (or Series 63/65) license and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors’ books of business by facilitating timely and accurate operational requests, including account opening, money movement, and investment trades.
• Help Advisors build and maintain client relationships by processing requests, resolving issues, providing up-to-date information, assisting with ongoing wealth planning, managing referral sources, and generating new leads.
• Assist with relationship and account reviews, promote firm services to deepen client relationships, and prepare timely, accurate performance reports.
• Actively engage in risk management, including Know Your Customer procedures, account reviews, and inquiries.
• Support business-unit operational procedures and compliance requirements, including completing required operational forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed