J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA
$26.49/h-$37.5/h
JPMorganChase20 hours ago
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OnsiteFull-time
Summary
J.P. Morgan Chase is seeking a Private Client Investment Associate to join their team in San Francisco, CA. The role involves providing client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management.
About the Role
As a Private Client Investment Associate, you will support Advisors' book of business by facilitating operational requests such as account opening, money movement, and investment trades. You will aid Advisors in building and maintaining client relationships, assist in managing relationship and account reviews, engage in risk management, and support compliance requirements. Your role will also involve prioritizing daily work and fostering team culture.
About You
Required:
- A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment.
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
- 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.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
San Francisco, CA