J.P. Morgan Wealth Management - Private Client Investment Associate Pinecrest, FL

JPMorgan Chase & Co. • Pinecrest, FL

2d

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 help represent the J.P. Morgan brand and work with clients to support investment solutions that meet their financial needs, using the firm's investment platform and digital technology.

Requirements

• A valid and active Series 7 license is required, or may be obtained within 120 days 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) 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 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 up-to-date information, supporting 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.
• Actively engage in risk management, including Know Your Customer procedures and account reviews and inquiries.
• Support business-unit operational procedures and compliance requirements, including completing required forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity

What This Job Offers

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