If you are passionate about client experience and goals driven planning, then our team is the right place for you. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within J.P. Morgan Wealth Management.

Job responsibilities

• Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management

• Assist in managing relationship and account reviews; prepare timely and accurate performance reports

• Help identify cross Line of Business partnership opportunities

• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires

• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)

• Facilitate accurate and timely account set up, money movement and investment trades

Required qualifications, capabilities, and skills

• 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

• Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

Fayetteville,NY $21.92 - $32.69 / hour