J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH

JPMorgan Chase & Co. • Columbus, OH

4d

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service and provide operational, marketing, and administrative support to Private Client Advisors. You will efficiently handle operational requests such as account opening, money movement, and investment trades, with an emphasis on accuracy and promptness. The position supports Advisors in building and maintaining client relationships, conducting account reviews, and promoting firm services. It also involves risk management, business-unit operations, and regulatory compliance. You will prioritize and track daily work, 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 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 120 days of starting in the role.

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, 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 completion of 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 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.

What This Job Offers

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