J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ
On-site · Tempe, Arizona, United States
Job Summary
Private Client Investment Associate in J.P. Morgan Wealth Management provides client service, operational support, and wealth-management administration for Private Client Advisors, facilitating account openings, money movements, and trades; builds client relationships, supports wealth planning, risk management, and regulatory/compliance tasks; requires active Series 7 (and SIE) with Series 66 and Life/Health licenses within 60 days, and delivers performance reporting, lead generation, and relationship management in a Tempe, AZ on-site role.
Required Qualifications
- Valid and active Series 7 license (or may be obtained within 60 days)
- Valid and active Securities Industry Essential (SIE) exam
- Valid and active Series 66 (63/65) license and Life and Health Insurance license (must be obtained within 60 days of starting)
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