As part of Consumer Banking, the branch-based Private Client Investment Associate provides client service, operational marketing and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.
What you will do:
Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
Assist in managing relationship and account reviews; prepare timely and accurate performance reports
Help identify cross Line of Business partnership opportunities
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Facilitate accurate and timely account set up, money movement and investment trades
What you will receive:
Comprehensive compensation that includes a base salary, monthly incentives based on revenue shares.
JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title. All final job titles and bank titles subject to experience and qualifications
Essential skills you will have:
Minimum of 1 year of experience in the financial services industry
Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
Strong client relationship building experience
Proficiency in Word, Excel, and PowerPoint
Licenses, Designations, and Education
College degree preferred
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
A valid and active Series 66 (63/65) license is required or may be obtained within a 60 day condition of employment
A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment
*Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title.
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 THE PRINCIPAL AMOUNT INVESTED
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), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. 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.