J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking - Irvine, CA

Overview

At J.P. Morgan Chase, we are dedicated to helping clients, supporting employees, building relationships, and delivering exceptional client service with a commitment to diversity and inclusion. Using a broad investment product and thought leadership platform with cutting-edge digital technology, you will be front and center representing our brand and interacting with clients to offer the best investment solutions to meet their financial needs.

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 for clients and referral source management and new lead generation.
• Assist in managing relationship and account reviews, promoting 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 60 days of employment.
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (SIE) exam.
• 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 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 principal.
• 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.

• This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment may be contingent on JPMorgan
  
  Chase's review of criminal conviction history, including pretrial diversions or program entries.
• Chase is a leading financial services firm with a broad range of products; our mission is to create engaged, lifelong relationships and put customers at the heart of our work. We offer a competitive total rewards package including base salary, with potential for commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, where applicable.
• Benefits may include comprehensive health care coverage, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Total compensation details are provided during the hiring process.
• We are an equal opportunity employer and value diversity and inclusion. We do not discriminate based on protected attributes and provide reasonable accommodations for religious practices, mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
• Base Pay/Salary:
  Irvine, CA $26.93 - $37.02 / hour.