J.P. Morgan Wealth Management - Private Client Investment Associate -Wyandotte, MI
On-site · Wyandotte, Michigan, United States
Job Summary
Provide client service and operational support to Private Client Advisors in Wealth Management. Responsibilities include facilitating account openings, money movements, and investment trades; assisting with client relationship management, ongoing wealth planning, referral source management and lead generation; preparing performance reports; engaging in risk management and KYC/compliance tasks; supporting operational procedures and documentation; prioritizing daily work and meeting deadlines; maintaining team culture.
Required Qualifications
- Series 7 license (active or may be obtained within 120 days)
- SIE exam (valid if registered after Oct 1, 2018)
- Series 66 (63/65) and Life and Health Insurance license must be obtained within 120 days
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