J.P. Morgan Wealth Management - Private Client Investment Associate - Riverhead. NY
On-site · Riverhead, New York, United States
Job Summary
Private Client Investment Associate provides client service, operational, marketing and administrative support to Private Client Advisors within Wealth Management. Responsibilities include facilitating account openings, money movement, and investment trades; building and maintaining client relationships; assisting with wealth planning, referral management, and lead generation; managing relationship and account reviews; preparing performance reports; engaging in risk management and Know Your Customer procedures; ensuring compliance with operational forms and documentation; prioritizing daily work and meeting deadlines; and fostering team culture. Requires licenses (Series 7, SIE, Series 66, Life/Health) as part of the role.
Required Qualifications
- Active Series 7 license (or ability to obtain within 120 days of employment)
- Active Securities Industry Essentials (SIE) exam
- Active Series 66 (63/65) license and Life and Health Insurance license (to be obtained within 120 days of starting)
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