J.P. Morgan Wealth Management - Private Client Investment Associate - Piqua, OH
On-site · Piqua, Ohio, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management. Facilitate accurate and timely operational requests (account openings, money movements, investment trades); assist in building and maintaining client relationships through processing requests, resolving issues, and supporting ongoing wealth planning and referral management. Help manage relationship and account reviews, promote firm services to deepen client relationships, and prepare timely performance reports. Engage in risk management (KYC procedures, account reviews, inquiries) and support compliance with operational forms/documents. Prioritize daily work, track progress, meet deadlines, maintain team culture.
Required Qualifications
- Active Series 7 license (or can be obtained within 120 days of employment)
- SIE exam must be valid if registered after Oct 1, 2018
- Active Series 66 (63/65) and Life & Health Insurance license must be obtained within 120 days of starting
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.