J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and 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 be front and center representing our brand and interacting with our 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 but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, providing up‑to‑date information, and assisting the Advisors 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.
• 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 (or 63/65) and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

• 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.

Chase offers a competitive total rewards package including a base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, including 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.

Additional details about total compensation and benefits will be provided during the hiring process.

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. 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, beliefs, mental health, or physical disability needs. Visit FAQs page for more information about requesting an accommodation.