J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, 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 with ongoing wealth planning for clients and referral source management, and new lead generation.
• Avoid relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports.
• 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 a 60-day condition of employment.
• If registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam.
• 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

The successful candidate should possess excellent communication skills, attention to detail, and the ability to prioritize tasks effectively. Proficiency in Microsoft Office applications is also essential.

Benefits

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

Pay

Base salary determined based on the role, experience, skill set and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Full-time position.