J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA
On-site · San Francisco, California, United States
Job Summary
Provide client service and operational support to Private Client Advisors within Wealth Management. Responsibilities include facilitating client requests (account openings, money movements, and investment trades), building and maintaining client relationships, assisting with wealth planning and lead generation, preparing performance reports, supporting risk management and Know Your Customer procedures, ensuring compliance with operational forms and documentation, prioritizing daily work, and fostering a collaborative team culture.
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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