J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group - Manhattan, NY

JPMorgan Chase & Co. • New York, NY

3d • $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 in client interactions and help provide investment solutions that meet clients’ financial needs, using the firm’s investment resources and digital technology.

Requirements

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (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 60 days of starting in the role.

Responsibilities

• Support Advisors’ books of business by facilitating accurate and timely operational requests, including account opening, money movement, and investment trades.
• Help Advisors build and maintain client relationships by processing requests, resolving issues, providing current information, supporting clients’ 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.
• Engage in risk management activities, 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 on current work, 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, paid 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
• Career Level: Entry Level
• Education Level: No Education Listed