J.P. Morgan Wealth Management - Private Client Investment Associate - Alliance, OH
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 manage operational requests—including account opening, money movement, and investment trades—with a focus on accuracy and promptness. You will help Advisors build and maintain client relationships, conduct account reviews, and promote firm services. The role also supports risk management and business-unit operations, including compliance with regulatory requirements. You will prioritize daily tasks, monitor progress, meet deadlines, and contribute to a positive team environment.
Requirements
- A valid and active Series 7 license is required, or must be obtained within 120 days as a condition 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 (63/65) license 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 build and maintain client relationships by processing requests, resolving issues, providing current information, and assisting with 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, accurate performance reports.
- Participate in risk management, including Know Your Customer procedures, 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
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
