J.P. Morgan Wealth Management - Private Client Investment Associate- Vista, CA

JPMorgan Chase & Co. • Del Mar, CA

8d • $27 - $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 J.P. Morgan brand and help clients access investment solutions that meet their financial needs, using the firm's investment products, thought leadership, and digital technology. The role supports advisor business, client relationships, wealth-planning activities, risk management, and operational and compliance requirements.

Requirements

• A valid and active Series 7 license is required, or must be obtained within 60 days as a condition 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 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors’ books of business by facilitating accurate and timely operational requests, including account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, providing current 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 and accurate performance reports.
• 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 on current work, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Competitive total rewards package, including a 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