J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville

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.

• 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, and 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, such as 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 60 days of employment.
• If registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam.
• A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 60 days of starting in the role.

We offer a competitive total rewards package including base salary, commission-based pay, discretionary incentive compensation, comprehensive health care coverage, on‑site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal opportunity employer and place a 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, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices, mental health, or physical disability needs.