J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI

JPMorgan Chase & Co. • Dearborn, MI

5d

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 interact with clients, helping provide investment solutions that meet their financial needs. The role supports Advisors’ books of business, helps maintain client relationships, and assists with wealth planning and referral-source management.

Requirements

• A valid and active Series 7 license is required, or it may be obtained within 60 days of employment as a condition of employment.
• If 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 up-to-date information, and assisting with ongoing wealth planning, referral-source management, and new lead generation.
• Assist with relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and 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 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 in the form of 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. Additional benefits and programs are based on eligibility.

What This Job Offers

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