J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ

About the role

J.P. Morgan Chase is dedicated to helping clients, caring for employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. You will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

Job Responsibilities

• Support Advisors’ book of business by facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.
• Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
• Assist Advisors in managing relationship and account reviews, promoting firm services to deepen client relationships, and preparing 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 for current work, and consistently meet deadlines.
• Maintain and foster a positive team culture.

Required Qualifications, Capabilities, And Skills

• 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 Essential (SIE) exam is required.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role.
• Knowledge of investment and insurance products, including understanding that they are not FDIC insured, not guaranteed 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 subject to investment risks, including possible loss of the principal amount invested.

About Us

We are a leading financial services firm, serving nearly half of America's households and small businesses 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, offering a competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation. We provide a range of benefits and programs to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. We are an equal opportunity employer committed to diversity and inclusion, and we welcome applications from individuals with disabilities and veterans.