JPMorganChase
J.P. Morgan Wealth Management - Private Client Investment Associate - Stevenson
JPMorganChase, California, Missouri, United States, 65018
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J.P. Morgan Wealth Management - Private Client Investment Associate - Stevenson Ranch, CA
role at
JPMorgan Chase . At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform, thought leadership, and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions for their financial needs. Job Responsibilities Support Advisors' book of business, including facilitating operational requests such as account openings, money movements, and investment trades. Build and maintain client relationships through processing requests, resolving issues, providing information, and assisting with wealth planning and lead generation. Manage relationship and account reviews, promote firm services, and prepare performance reports. Engage in Risk Management activities, including KYC procedures and account reviews. Support operational procedures and compliance requirements. Prioritize daily tasks, track progress, and meet deadlines. Foster a positive team culture. Required Qualifications, Capabilities, And Skills A valid Series 7 license is required or must be obtained within 60 days of employment. If registered after October 1, 2018, a valid Securities Industry Essential (SIE) exam is required. A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role. Investment and Insurance Products Are Not FDIC insured. Not insured by any federal government agency. Not a deposit or obligation of JPMorgan Chase Bank, N.A., or affiliates. Subject to investment risks, including possible loss of principal. Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated under JPMorgan Chase & Co. Products may not be available in all states. About Us Chase is a leading financial services firm helping households and small businesses achieve their financial goals with a broad range of products. Our mission is to build lifelong relationships and prioritize our customers. We also support small businesses, nonprofits, and cities with financial solutions. We offer a competitive total rewards package, including base salary, potential commission, and incentive compensation, along with benefits like health coverage, wellness centers, retirement plans, and more. Additional details will be provided during the hiring process. We value diversity and are an equal opportunity employer. We do not discriminate based on protected attributes and make accommodations for religious practices, mental health, and disabilities. For more info, see our FAQs. About The Team Our Consumer & Community Banking division provides services like personal banking, credit cards, mortgages, auto loans, investment advice, and small business loans. We lead in credit card sales, deposit growth, and digital solutions, ranked first in customer satisfaction. We help manage money through checking, savings, and credit cards, combining technology with comprehensive financial solutions. 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 - Stevenson Ranch, CA
role at
JPMorgan Chase . At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering exceptional customer service, all while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform, thought leadership, and cutting-edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions for their financial needs. Job Responsibilities Support Advisors' book of business, including facilitating operational requests such as account openings, money movements, and investment trades. Build and maintain client relationships through processing requests, resolving issues, providing information, and assisting with wealth planning and lead generation. Manage relationship and account reviews, promote firm services, and prepare performance reports. Engage in Risk Management activities, including KYC procedures and account reviews. Support operational procedures and compliance requirements. Prioritize daily tasks, track progress, and meet deadlines. Foster a positive team culture. Required Qualifications, Capabilities, And Skills A valid Series 7 license is required or must be obtained within 60 days of employment. If registered after October 1, 2018, a valid Securities Industry Essential (SIE) exam is required. A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role. Investment and Insurance Products Are Not FDIC insured. Not insured by any federal government agency. Not a deposit or obligation of JPMorgan Chase Bank, N.A., or affiliates. Subject to investment risks, including possible loss of principal. Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated under JPMorgan Chase & Co. Products may not be available in all states. About Us Chase is a leading financial services firm helping households and small businesses achieve their financial goals with a broad range of products. Our mission is to build lifelong relationships and prioritize our customers. We also support small businesses, nonprofits, and cities with financial solutions. We offer a competitive total rewards package, including base salary, potential commission, and incentive compensation, along with benefits like health coverage, wellness centers, retirement plans, and more. Additional details will be provided during the hiring process. We value diversity and are an equal opportunity employer. We do not discriminate based on protected attributes and make accommodations for religious practices, mental health, and disabilities. For more info, see our FAQs. About The Team Our Consumer & Community Banking division provides services like personal banking, credit cards, mortgages, auto loans, investment advice, and small business loans. We lead in credit card sales, deposit growth, and digital solutions, ranked first in customer satisfaction. We help manage money through checking, savings, and credit cards, combining technology with comprehensive financial solutions. Seniority level
Not Applicable Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr