J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ

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 ongoing wealth planning for clients and referral source management, and new lead generation.
• Manage relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports.
• Participate 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. 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 in the role as a condition of employment.

Skills

Investment and insurance products 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. Subject to investment risks, including possible loss of principal amount invested.

About Us

Chase is a leading financial services firm, serving nearly half of America's households and small businesses. 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 wide range of financial products and services.

What We Offer

• Competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.
• 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.

Equal Opportunity Employer

We recognize the value of our diverse workforce and are committed to creating an inclusive environment where everyone feels valued and respected. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.