J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX
On-site · Austin, Texas, United States
Job Summary
Support Private Client Advisors in Wealth Management by handling client service, operational requests (account opening, money movement, investment trades), and ongoing wealth planning support; build and maintain client relationships, assist with relationship and account reviews, prepare performance reports, promote firm services to deepen client relationships, and ensure compliance with risk management procedures (KYC, account reviews, and documentation) while meeting deadlines and maintaining team culture.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within 60 days
- If you were 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
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