J.P. Morgan Wealth Management- Private Client Investment Associate- Evanston, IL Evanston, IL, [...]

Company: JPMorgan Chase & Co.
Location: Evanston
Posted on: May 26, 2023

Job Description:

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 part of Consumer Banking, you will provide client service, operational marketing and administrative support to primarily Private Client Advisor(s) within J.P. Morgan Wealth Management
Job responsibilities

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• 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
  
  Required qualifications, capabilities, and skills
  
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  • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
    
  • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
    
  • 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 as a 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
    
    What you will receive
    Comprehensive compensation that includes a base salary, monthly incentives based on revenue shares
    J.P. Morgan 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.
    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.

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