J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ

About the role

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

Responsibilities

• Facilitate 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 in ongoing wealth planning for clients, referral source management, and new lead generation
• Manage relationship and account reviews, promote firm services to deepen client relationships, and 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

Requirements

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 Essential (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.

Skills

Knowledge of investment and insurance products, ability to build and maintain client relationships, proficiency in using digital tools, and strong organizational skills are essential.

Benefits

Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

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

Schedule

The schedule is flexible and designed to accommodate the needs of both the employee and the client.