J.P. Morgan Wealth Management - Private Client Investment Associate - Palm Beach Gardens, FL
About the Role
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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 within Wealth Management.
Responsibilities
- Support Advisors' book of business, including 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, referral source management, and new lead generation
- Assist in managing relationship and account reviews, promoting 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 for current work, and consistently meet deadlines
- Maintain and foster team culture
Qualifications
- 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, a valid and active Securities Industry Essentials (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
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 offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation, as well as a range of benefits to meet employee needs.
Our Consumer & Community Banking division serves our 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 are proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions, all while ranking first in customer satisfaction.
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 • 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, doing business as Chase Insurance Agency Services, Inc. in Florida. 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.