J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
On-site · Bloomfield Hills, Michigan, United States
Job Summary
Provide client service and operational support to Private Client Advisors in J.P. Morgan Wealth Management. Facilitate account openings, money movement, and investment trades; build and maintain client relationships through processing requests, resolving issues, and assisting with ongoing wealth planning and lead generation. Prepare performance reports, engage in risk management (KYC, account reviews), ensure compliance with procedures, and help prioritize daily work while meeting deadlines. Support team culture and collaboration to deliver exemplary service to clients.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- 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 120 days of starting in the role as a condition of employment
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