JPMorganChase
J.P. Morgan Wealth Management - Private Client Investment Associate - Evanston
JPMorganChase, Evanston, Illinois, us, 60208
J.P. Morgan Wealth Management - Private Client Investment Associate - Evanston
Join to apply for the
J.P. Morgan Wealth Management - Private Client Investment Associate - Evanston
role at
JPMorganChase .
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational support, and administration for Private Client Advisors. You will help manage operational requests such as account openings, money movement, and investment trades with accuracy and promptness. You will assist Advisors in fostering and preserving client relationships, conducting account reviews, and promoting firm services to enhance client relationships. You will participate in risk management processes, support operational procedures, and help ensure regulatory compliance. You will prioritize daily tasks, track progress, and meet deadlines while maintaining a positive team environment.
Job Responsibilities
Support Advisors book of business by facilitating accurate and timely operational requests such as account openings, money movement, and investment trades
Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information; assist with ongoing wealth planning for clients, referral source management, and new lead generation
Assist in managing relationship and account reviews; promote 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 Inquiries
Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation)
Prioritize daily work, track progress, 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 120 days of employment
If you were registered after October 1, 2018 you must 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 adviser, 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.
About Us 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 value diversity and inclusion. We do not discriminate on the basis of protected attributes 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
About The Team: Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
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J.P. Morgan Wealth Management - Private Client Investment Associate - Evanston
role at
JPMorganChase .
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational support, and administration for Private Client Advisors. You will help manage operational requests such as account openings, money movement, and investment trades with accuracy and promptness. You will assist Advisors in fostering and preserving client relationships, conducting account reviews, and promoting firm services to enhance client relationships. You will participate in risk management processes, support operational procedures, and help ensure regulatory compliance. You will prioritize daily tasks, track progress, and meet deadlines while maintaining a positive team environment.
Job Responsibilities
Support Advisors book of business by facilitating accurate and timely operational requests such as account openings, money movement, and investment trades
Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information; assist with ongoing wealth planning for clients, referral source management, and new lead generation
Assist in managing relationship and account reviews; promote 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 Inquiries
Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation)
Prioritize daily work, track progress, 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 120 days of employment
If you were registered after October 1, 2018 you must 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 adviser, 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.
About Us 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 value diversity and inclusion. We do not discriminate on the basis of protected attributes 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
About The Team: Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
Seniority level: Not Applicable
Employment type: Full-time
Job function: Finance and Sales
#J-18808-Ljbffr