J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL
On-site · Jacksonville, Florida, United States
Job Summary
Support a group of Private Client Advisors by handling operational requests (account openings, money movements, investment trades), assist in client relationship management and wealth planning, manage risk/compliance tasks (KYC, account reviews), prepare performance reports, and help with lead generation and ongoing service delivery to deepen client relationships. Work with Advisors to process requests, resolve issues, and provide up-to-date information; maintain team culture and ensure timely completion of tasks and adherence to procedural requirements. Requires active Series 7 license, SIE (if registered after Oct 1, 2018), Series 66 (63/65) and Life and Health Insurance license within 120 days of starting.
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