J.P. Morgan Wealth Management - Private Client Investment Associate - Boynton Beach & Delray Beach, FL
On-site · Delray Beach, Florida, United States or Boynton Beach, Florida, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management; facilitate account openings, money movements and investment trades; build and maintain client relationships through processing requests, resolving issues, and assisting with ongoing wealth planning and new lead generation; assist in managing relationship and account reviews, promote firm services, and prepare timely performance reports; actively engage in risk management including Know Your Customer procedures and account reviews; support regulatory compliance and forms/documentation; prioritize daily work and meet deadlines while maintaining team culture; requires active Series 7 license (or capable of obtaining within 60 days) plus SIE if applicable and Series 66 with Life/Health license within 60 days.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within 60 days 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 60 days of starting in the role as a condition of employment
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