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

Location:

Delafield, WI, 53018.

Job Type: Full-time.

Private Client Investment Associate

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 accurate 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, and consistently meet deadlines.
• Maintain and foster team culture.

• A valid and active Series 7 license is required or must be obtained within 120 days of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essentials (SIE) exam is also required.
• 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 including a base salary based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation. 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.

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 place a high value on diversity and inclusion at our company. 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, 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 ourFAQs for more information about requesting an accommodation.