J.P. Morgan Wealth Management - Private Client Investment Associate- Vista, CA

JPMorgan Chase & Co. • Del Mar, CA

2h • $27 - $40

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 client relationships and account activity, help Advisors with wealth planning and business development, and ensure work is completed accurately and in accordance with operational procedures and compliance requirements.

Requirements

• A valid and active Series 7 license is required or may be obtained within 60 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 60 days of starting in the role.

Responsibilities

• Support Advisors’ books of business by facilitating timely and accurate operational requests, including account opening, money movement, and investment trades.
• 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.
• 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 on current work, 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