J.P. Morgan Wealth Management - Private Client Investment Associate - Spring Lake, MI

About the role

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.

Responsibilities

• Support Advisors' book of business by facilitating accurate and timely operational requests such as account opening, money movement, and investment trades.
• Aid Advisors in building and maintaining client relationships through processing requests, resolving issues, providing up-to-date information, and assisting with ongoing wealth planning, referral source management, and new lead generation.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships, and preparing 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 tasks, and consistently meet deadlines.
• Maintain and foster a positive team culture.

Requirements

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

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, and are 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.

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. We also offer a range of benefits and programs to meet employee needs, based on eligibility, including:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• A retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.