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

JPMorganChase • Warren, MI

4d

About The Position

The Private Client Investment Associate at J.P. Morgan Wealth Management provides client service, operational marketing, and administrative support to Private Client Advisors. The role manages operational requests—including account opening, money movement, and investment trades—with an emphasis on accuracy and promptness. The associate supports Advisors in building and maintaining client relationships, conducting account reviews, and promoting firm services, while helping with wealth planning, referral source management, and new lead generation. The position also supports risk management, business-unit operations, and regulatory compliance; prioritizes daily work and deadlines; and contributes to a positive team environment.

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.

Responsibilities

• Support Advisors’ book 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, and providing up-to-date information.
• Assist Advisors with ongoing wealth planning for clients, referral source management, and new lead generation.
• Assist with relationship and account reviews and promote firm services to deepen client relationships.
• Prepare timely and accurate performance reports.
• Participate 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, and consistently meet deadlines.
• Maintain and foster a positive team culture.

What This Job Offers

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