J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ
On-site · Tempe, Arizona, United States
Job Summary
Private Client Investment Associate in J.P. Morgan Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment trades; building and maintaining client relationships through processing requests and resolving issues; assisting with wealth planning, referral source management, and new lead generation; preparing performance reports; engaging in risk management (KYC, account reviews); supporting compliance and operational forms; prioritizing daily work to meet deadlines; and fostering team culture. Required licenses include Series 7, SIE (if applicable), Series 66, and Life/Health Insurance license.
Required Qualifications
- Series 7 license (valid and active)
- SIE exam (valid and active) if registered after Oct 1, 2018
- Series 66 (63/65) and Life and Health Insurance license to be obtained within 60 days of starting
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