J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH

JPMorgan Chase & Co. • Columbus, OH

1d

About The Position

As a Private Client Investment Associate within JPMorgan Wealth Management and Consumer Banking, you will provide operational, marketing, and administrative support to Private Client Advisors. You will work with associates and advisors to handle client requests, nurture client relationships, support ongoing wealth planning, and contribute to risk management and compliance. The role also involves assisting with account and relationship reviews, preparing performance reports, prioritizing and tracking work to meet deadlines, and fostering a positive team culture.

Requirements

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

Responsibilities

• Work with other associates to support Advisors’ books of business, including processing account-opening, money-movement, and investment-trade requests accurately and on time.
• Build and maintain client relationships by processing requests, resolving issues, providing current information, and assisting with ongoing wealth planning.
• Support referral-source management and new-lead generation.
• Assist with relationship and account reviews, promote firm services to deepen client relationships, and prepare timely, 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 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