J.P. Morgan Wealth Management – Private Client Investment Associate
| Company | JP Morgan Chase |
|---|---|
| Location | Indianapolis, IN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
Responsibilities
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- 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)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
Preferred Qualifications
-
No preferred qualifications provided.