J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL

Job Description

At J.P. Morgan Chase, we are dedicated to 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 deliver exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will involve managing operational requests such as account opening, money movement, and investment trades, supporting advisors in fostering client relationships, conducting account reviews, and advocating firm services to deepen relationships. You will also participate in risk management procedures, back operational processes, and comply with regulatory requirements.

• Support Advisors’ book of business, including facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.
• Assist Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up‑to‑date information and assistance with ongoing wealth planning for clients and referral source management.
• Manage relationship and account reviews, promote firm services to deepen client relationships, and prepare accurate performance reports.
• 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 a positive team culture.

• Valid and active Series 7 license required or to be obtained within 60 days of employment.
• If registered after October 1, 2018, must also have a valid and active Securities Industry Essentials (SIE) exam.
• Valid and active Series 66 (or 63/65), Life and Health insurance license must be obtained within 60 days of starting the role.

• 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 its affiliates.
• Subject to investment risks, including possible loss of principal.

Equal Opportunity Employer – We do not discriminate on the basis of any protected attribute and provide reasonable accommodations to applicants and employees. Visit our FAQs for more information about requesting an accommodation.