J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI

Job Description

At J.P. Morgan Chase we have enthusiasm for helping clients, taking care of employees, building relationships, 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 represent our brand and interact with 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.

• Support Advisors’ book of business including facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
• 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 for current work, and consistently meet deadlines.
• Maintain and foster team culture.

• 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 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.

We offer a competitive total rewards package based on role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Benefits include comprehensive health care coverage, onsite health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal‑opportunity employer and place high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability. We also make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs.