J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX
On-site · Houston, Texas, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management in Houston. Responsibilities include facilitating account openings, money movements, and investment trades; building and maintaining client relationships; assisting with ongoing wealth planning, referral source management, and new lead generation; managing relationship and account reviews; preparing performance reports; actively engaging in risk management and Know Your Customer procedures; ensuring compliance with required forms and documentation; prioritizing daily work to meet deadlines and supporting a collaborative team culture.
Required Qualifications
- Series 7 license (active)
- SIE exam (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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