J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ
On-site · Upper Montclair, New Jersey, United States
Job Summary
Private Client Investment Associate in J.P. Morgan Wealth Management: provide 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, processing requests, resolving issues, and supporting wealth planning and lead generation; managing relationship and account reviews, preparing performance reports; engaging in risk management (KYC, account reviews); supporting compliance procedures; prioritizing daily work to meet deadlines; and maintaining team culture. Required licenses include Series 7 (or obtainable within 60 days), SIE (if registered after Oct 1, 2018), Series 66 and Life/Health Insurance licenses within 60 days of starting. Investments and insurance products are offered through JPMS; roles involve client service, operations support, and collaboration with Wealth Advisors.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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