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

JPMorgan Chase & Co. • Bloomfield Hills, MI

12d

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver client service, operational, marketing, and administrative support to Private Client Advisors. You will manage operational requests—including account opening, money movement, and investment trades—with accuracy and promptness. You will help Advisors foster and maintain client relationships, conduct account reviews, and promote firm services. The role also involves risk management, supporting business-unit operations, complying with regulatory requirements, prioritizing daily work, meeting deadlines, and contributing 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 account opening, money movement, and investment trade requests.
• Help build and maintain client relationships by processing requests, resolving issues, providing current information, and assisting with wealth planning, referral-source management, and new lead generation.
• Assist with relationship and account reviews, promote firm services, and prepare timely and 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 completing required forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster a positive team culture.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

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