JPMorganChase
J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, T
JPMorganChase, Houston, Texas, United States, 77246
Overview
J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX. The role involves providing client service, operational support, and wealth management assistance to Private Client Advisors within Wealth Management, using a broad investment product and technology platform to offer investment solutions and maintain client relationships. Responsibilities
Support Advisors’ book of business by facilitating operational requests such as account opening, money movement, and investment trades in a timely and accurate manner Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, providing up-to-date information, and assisting with ongoing wealth planning, 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 Qualifications, Capabilities, And Skills
A valid and active Series 7 license is required If registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is required 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 Investment And Insurance Products
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). 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 households and small businesses achieve their financial goals through a broad range of financial products. The mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package including base salary and potential incentive compensation, plus a range of benefits. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and make reasonable accommodations for applicants and employees. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
We are committed to equal opportunity and compliance with applicable laws. The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services and digital solutions. We lead in several areas of financial services and prioritize customer satisfaction. Job Details
Employment type: Full-time • Job function: Finance and Sales
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J.P. Morgan Wealth Management - Private Client Investment Associate - Houston, TX. The role involves providing client service, operational support, and wealth management assistance to Private Client Advisors within Wealth Management, using a broad investment product and technology platform to offer investment solutions and maintain client relationships. Responsibilities
Support Advisors’ book of business by facilitating operational requests such as account opening, money movement, and investment trades in a timely and accurate manner Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, providing up-to-date information, and assisting with ongoing wealth planning, 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 Qualifications, Capabilities, And Skills
A valid and active Series 7 license is required If registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is required 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 Investment And Insurance Products
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). 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 households and small businesses achieve their financial goals through a broad range of financial products. The mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We offer a competitive total rewards package including base salary and potential incentive compensation, plus a range of benefits. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes and make reasonable accommodations for applicants and employees. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
We are committed to equal opportunity and compliance with applicable laws. The Team
Our Consumer & Community Banking division serves Chase customers with a range of financial services and digital solutions. We lead in several areas of financial services and prioritize customer satisfaction. Job Details
Employment type: Full-time • Job function: Finance and Sales
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