J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn, NY

J.P. Morgan Wealth Management – Private Client Investment Associate – Brooklyn, NY

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.

Job Responsibilities

• Support Advisors’ book of business, including but not limited to facilitating accurate 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, and providing up‑to‑date information; assist 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.

Required Qualifications, Capabilities, and Skills

Investment and Insurance Products Are

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 may not be available in all states.

We offer a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and / or discretionary incentive compensation. Benefits include 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 status, veteran status, pregnancy or disability, or any other basis protected under applicable law. We also provide reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer / Disability / Veterans.

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