J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL

Private Client Investment Associate in J.P. Morgan Wealth Management responsible for delivering exceptional client service and operational support to Private Client Advisors. Core duties include facilitating account openings, money movements, and investment trades; building and maintaining client relationships; assisting with wealth planning, referral management, and new lead generation; participating in risk management and regulatory/compliance activities; preparing performance reports; prioritizing daily tasks and contributing to team culture. Required licenses/tests include Series 7 (active or obtained within 60 days), SIE (if applicable), Series 66 (63/65) and Life & Health Insurance license within 60 days of start. Location: Wheaton, IL.