J.P. Morgan Wealth Management - Select Group - Private Client Investment Associate - Fayetteville, NY

JobID: 210466195

Category: Banking Associates

JobSchedule: Full time

Posted Date: 2024-04-26T12:06:44+00:00

JobShift: Day

Base Pay/Salary: Fayetteville,NY $21.92-$32.69

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