J.P. Morgan Wealth Management - Private Client Investment Associate - Oklahoma City, OK
On-site · Oklahoma City, Oklahoma, 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; assist in building and maintaining client relationships through processing requests, resolving issues, and delivering wealth planning support and referral lead generation. Prepare and analyze performance reports, assist with risk management and Know Your Customer procedures, ensure compliance with operational forms and documentation, and help manage client relationships through ongoing communications. Maintain team culture and prioritize daily work to meet deadlines.
Required Qualifications
- Active Series 7 license required or must be obtained within 60 days of employment
- SIE exam must be valid if registered after Oct 1, 2018
- Series 66 (63/65) license must be obtained within 60 days of starting in role
- Life and Health Insurance license must be obtained within 60 days of starting in role
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.