J.P. Morgan Wealth Management - Private Client Investment Associate- Tempe, AZ

JPMorgan Chase & Co. • Tempe, AZ

7d

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 support the Advisors’ book of business, help build and maintain client relationships, assist with wealth planning and referral-source management, and support risk management, operational procedures, and compliance requirements.

Requirements

• Hold a valid and active Series 7 license or a valid and active Series 66 (63/65) license.
• If registered after October 1, 2018, hold a valid and active Securities Industry Essential (SIE) exam.
• Obtain a valid and active Series 7 or Series 66 (63/65) license, as well as a Life and Health Insurance license, within 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors’ book 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, 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, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Competitive total rewards package, including base salary; 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
• Education Level: No Education Listed