J.P. Morgan Wealth Management - Private Client Investment Associate- South Richmond Hill, NY
Company: JPMorganChase
Location: South Richmond Hill
Posted on: April 1, 2026
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Job Description:
Description At J.P. Morgan Chase, we have an enthusiasm for
helping our clients, taking care of our employees, building
relationships, and delivering extraordinary customer service while
maintaining a strong commitment to diversity and inclusion. Using a
broad investment product and thought leadership platform along with
cutting edge digital technology, you will be front and center
representing our brand and interacting with our clients to offer
the best investment solutions to meet their financial needs. As a
Private Client Investment Associate in J.P. Morgan Wealth
Management, you will provide client service, operational marketing
and administrative support to Private Client Advisors within Wealth
Management. Job 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 Required qualifications,
capabilities, and skills A valid and active Series 7 license is
required or may be obtained within a 120 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 120 days of starting in
the role as a condition of employment INVESTMENT AND INSURANCE
PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR
GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES •
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE
PRINCIPAL AMOUNT INVESTED Investment products and services are
offered through J.P. Morgan Securities LLC (JPMS), a registered
broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase
Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan
Chase Bank, N.A. are affiliated companies under the common control
of JPMorgan Chase & Co. Products not available in all states.
Keywords: JPMorganChase, Passaic , J.P. Morgan Wealth Management - Private Client Investment Associate- South Richmond Hill, NY, Accounting, Auditing , South Richmond Hill, New Jersey
