J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group

About the role

J.P. Morgan Chase is dedicated to helping clients, caring for employees, building relationships, and delivering exceptional customer service. We use advanced investment products and digital technology to represent our brand and interact with clients to provide tailored investment solutions.

Responsibilities

• Support Advisors in managing the book of business, including account opening, money movement, and investment trades.
• Aid Advisors in building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
• Aid Advisors in conducting account reviews, promoting firm services to deepen client relationships, and preparing performance reports.
• Engage in Risk Management procedures, including Know Your Customer (KYC) procedures, account reviews, and inquiries.
• Support business unit operational procedures and comply with regulatory requirements.
• Prioritize daily tasks, track progress, and consistently meet deadlines.
• Foster and maintain a positive team environment.

Requirements

A valid and active Series 7 license is required or may be obtained within 120 days 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 120 days of starting in the role.

Skills

N/A

Benefits

N/A

Pay

Commensurate with experience

Schedule

N/A