J.P. Morgan Wealth Management - Private Client Investment Associate - Mason, OH
On-site · Mason, Ohio, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management. Facilitate account openings, money movement, and investment trades; build and maintain client relationships by processing requests, resolving issues, and assisting with ongoing wealth planning and referral-source management. Aid in relationship and account reviews, promote firm services, prepare performance reports, and engage in risk management including KYC procedures. Support compliance and operational forms/documentation, prioritize daily work, track progress, and contribute to team culture. Must hold or obtain within 120 days a Series 7 license (and SIE if registered after 2018), and Series 66 plus Life and Health Insurance licenses within 120 days.
Required Qualifications
- Series 7 license (valid and active) or may be obtained within 120 days of employment
- SIE exam (required if registered after October 1, 2018)
- Series 66 license (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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