Private Client Investment Associate

Responsibilities

• Support Advisors' book of business by facilitating operational requests including account opening, money movement, and investment trades
• Build and maintain client relationships by processing requests, resolving issues, and providing up-to-date information
• Assist Advisors with ongoing wealth planning, referral source management, and new lead generation
• Manage relationship and account reviews and prepare timely, accurate performance reports
• Engage in Risk Management activities, including Know Your Customer (KYC) procedures and account inquiries
• Support business unit operational procedures and compliance requirements
• Prioritize daily tasks to consistently meet deadlines and foster a positive team culture

Requirements

• A valid and active Series 7 license
• A valid and active Securities Industry Essential (SIE) exam (if registered after October 1, 2018)
• Ability to obtain a valid and active Series 66 (63/65) and a Life and Health Insurance license within 60 days of starting the role

Benefits

• Competitive total rewards package including base salary and potential commission-based pay or discretionary incentive compensation
• Comprehensive health care coverage
• Retirement savings plans
• Tuition reimbursement and mental health support
• Financial coaching and on-site health and wellness centers

About the Company

J.P. Morgan is a leading financial services firm dedicated to helping clients achieve their financial goals through a broad range of products and cutting-edge digital technology. Our Wealth Management division focuses on delivering extraordinary customer service and building lifelong relationships with our clients.