J.P. Morgan Wealth Management - Private Client Investment Associate - Select Advisor Group
On-site · New York City, New York, United States
Job Summary
Provide operational support to Private Client Advisors in Wealth Management, handling account openings, money movement, and investment trades; build and maintain client relationships; assist with ongoing wealth planning, referral-source management, and new lead generation; participate in risk management activities, account reviews, and regulatory/compliance procedures; prepare timely performance reports and ensure timely completion of daily tasks while fostering a collaborative team environment.
Required Qualifications
- Active Series 7 license required or must be obtained within 120 days of employment
- If registered after Oct 1, 2018, must have active SIE exam
- Active Series 66 (63/65) license must be obtained within 120 days of starting in the role
- Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
- Investment products offered through JPMS; FINRA/SIPC framework; regulatory compliance expectations
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