J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeMid LevelFinancial ServicesEnterprise
Full TimeMid LevelEnterpriseFinancial Services
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management, including handling account openings, money movement, and investment trades; build and maintain client relationships, resolve requests, assist with ongoing wealth planning and lead generation, prepare performance reports, ensure risk management and Know Your Customer procedures, and support compliance and documentation across the advisor team.
Required Qualifications
- Series 7 license (active or to be obtained within 60 days)
- SIE exam (valid and active if registered after Oct 1, 2018)
- Series 66 (63/65) and Life and Health Insurance license within 60 days of starting
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