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

JPMorganChase • Dearborn, MI

4d

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 help represent the firm and work with clients to support investment solutions that meet their financial needs, using the firm’s investment products, thought leadership, and digital technology. The role also supports advisors’ client relationships, wealth-planning activities, risk management, and operational and compliance procedures.

Requirements

• A valid and active Series 7 license is required, or must be obtained within 60 days of employment as a condition of employment.
• Applicants registered after October 1, 2018 must also have a valid and active Securities Industry Essentials (SIE) exam.
• A valid and 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 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 current information, and supporting ongoing wealth planning, 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, including Know Your Customer procedures, account reviews, and inquiries.
• Support business-unit operating procedures and compliance requirements, including completing required operational forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

What This Job Offers

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