J.P. Morgan Wealth Management - Private Client Investment Associate- Brooklyn, NY
On-site · Brooklyn, New York, United States
Job Summary
Private Client Investment Associate in JPMorgan Wealth Management delivering exceptional client service, operational support to Private Client Advisors, and lifecycle processing (account openings, money movement, investment trades). Build and maintain client relationships, support wealth planning and lead generation, assist with account reviews and referral management, participate in risk management and regulatory compliance, and help track daily tasks to meet deadlines while fostering a positive team culture.
Required Qualifications
- Active Series 7 license
- SIE exam
- Series 66 (63/65) license
- Life and Health Insurance license
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