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

JPMorgan Chase & Co. • Warren, MI

4d

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. The position manages operational requests such as account opening, money movement, and investment trades with an emphasis on accuracy and promptness. You will help Advisors build and preserve client relationships, conduct account reviews, and promote firm services. The role also supports risk-management procedures, business-unit operations, and regulatory compliance. You will prioritize daily work, track progress, meet deadlines, and contribute to a positive team environment.

Requirements

• A valid, active Series 7 license is required, or must be obtained within 120 days of employment.
• If registered after October 1, 2018, a valid, active Securities Industry Essentials (SIE) exam is also required.
• A valid, 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 current 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 accurate, timely performance reports.
• Participate actively 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 current work progress, and consistently meet deadlines.
• Maintain and foster 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
• Education Level: No Education Listed