J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY

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. You will represent the firm’s brand, interact with clients, and help deliver investment solutions that meet 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 and referral source management.
• 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.

Required qualifications, capabilities, and skills

• Valid and active Series 7 license (or ability to obtain within 120 days of employment).
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• Valid and active Series 66 (or 63/65) license, and Life and Health Insurance license must be obtained within 120 days of starting.

Pay

We offer a competitive total rewards package, including a base salary determined based on role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions.

Benefits

• Comprehensive health care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Additional programs and benefits based on eligibility.

About the team

The Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The division leads the U.S. in credit‑card sales and deposit growth, offers the most‑used digital solutions, and ranks first in customer satisfaction.

About us

J.P. Morgan Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We also support small businesses, nonprofits, and cities with solutions that meet a wide range of financial needs.