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

JPMorganChase • Pinecrest, FL

1d

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 represent the firm and interact with clients, helping connect them with investment solutions that meet their financial needs. The role supports advisors’ books of business, helps maintain client relationships, assists with wealth planning and business development, and supports operational and compliance requirements.

Requirements

• A valid and active Series 7 license is required, or it may be obtained within 120 days of employment as a condition 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 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, assisting with ongoing client 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, 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.

What This Job Offers

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