J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI
On-site · Dearborn, Michigan, United States
Job Summary
Private Client Investment Associate in JPMorgan Wealth Management provides client service, operational support, and administrative assistance to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships through processing requests and assisting with wealth planning; preparing performance reports; supporting risk management and KYC procedures; ensuring compliance with operational forms and documentation; prioritizing daily tasks and meeting deadlines; and contributing to team culture while leveraging investment and insurance products to deepen client relationships and generate new leads.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within a 60 day 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 60 days of starting in the role as a condition of employment
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