J.P. Morgan Wealth Management - Private Client Investment Associate - Bethesda Financial Center

About the role

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. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will represent our brand and interact with clients to offer investment solutions tailored to their financial needs.

Responsibilities

• Support Advisors' book of business by facilitating accurate and timely operational requests such as account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, providing up-to-date information, and assisting with ongoing wealth planning, referral source management, and new lead generation.
• Assist in managing 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 (e.g., completion of required operational forms and documentation).
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Requirements

• A valid and active Series 7 license is required or must be obtained within 60 days of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is also required.
• A valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role.

Investment and Insurance Products are NOT FDIC insured, NOT insured by any federal government agency, NOT a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates, and are subject to investment risks, including possible loss of the principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow by delivering solutions to meet all their financial needs.

Benefits

• Competitive total rewards package including base salary determined based on role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.

About the Team

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth, offer the most-used digital solutions, and rank first in customer satisfaction. We help you manage your money with checking, savings, and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.