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

JPMorganChase • Ann Arbor, MI

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 manage operational requests—including account opening, money movement, and investment trades—with an emphasis on accuracy and timeliness. You will help Advisors build and maintain client relationships, conduct account reviews, and promote firm services. The role also supports risk management, business-unit operations, and regulatory compliance. You will prioritize daily tasks, track 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 of employment as a condition of employment.
• Candidates registered after October 1, 2018 must also have a valid and active Securities Industry Essential (SIE) exam.
• 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 Advisors build and maintain client relationships by processing requests, resolving issues, providing up-to-date information, assisting with clients’ 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 and 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, and consistently meet deadlines.
• Maintain and foster team culture.

What This Job Offers

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