J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX
On-site · San Antonio, Texas, United States
Job Summary
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors, facilitating account openings, money movements and investment trades; assist with client relationship building through processing requests, resolving issues, and supporting ongoing wealth planning and lead generation; help manage relationship and account reviews, promote firm services to deepen client relationships, prepare performance reports, participate in risk management and Know Your Customer processes, and ensure compliance with operational procedures and documentation.
Required Qualifications
- Valid and active Series 7
- If registered after Oct 1, 2018, valid and active Securities Industry Essential (SIE) exam
- Valid and active Series 66 (63/65), 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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