J.P. Morgan Wealth Management - Private Client Investment Associate - Winnetka, IL

JPMorgan Chase & Co. • Winnetka, IL

10d • $27 - $37

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you provide client service, operational, marketing, and administrative support to Private Client Advisors. You represent the firm and interact with clients, helping Advisors deliver investment solutions that meet clients’ financial needs. The role supports client relationships, wealth planning, risk management, and the operational and compliance requirements of the business.

Requirements

• A valid, active Series 7 license is required, or may be obtained within 60 days of employment as a condition of employment.
• If registered after October 1, 2018, a valid, active Securities Industry Essentials (SIE) exam is also required.
• A valid, 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 operational requests accurately and on time, including account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, providing current information, and assisting Advisors 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, 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

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

What This Job Offers

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