Talent.com
JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJJPMorgan Chase • Somerset, NJ, United States
J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

JPMorgan Chase • Somerset, NJ, United States
27 days ago
Job type
  • Full-time
Job description

Job Title

Private Client Investment Associate

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 a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.

Job responsibilities:

  • Support Advisors book of business including but not limited to facilitating accurately 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 and assisting 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 Inquires
  • 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:

  • 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

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.

Create a job alert for this search

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ • Somerset, NJ, United States

Similar jobs

Remote VP of Finance & Growth Strategy

LHHNJ, United States
Full-time

LHH is partnering with a well‑established, membership‑ and subscription‑driven organization to recruit a Vice President of Finance.This fully remote role will partner with the executive team, lead ... Show more

 • Promoted

Merchandise Associate

TJ MaxxHowell, New Jersey, United States of America
Part-time

At TJX Companies, every day brings new opportunities for growth, exploration, and achievement.You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your... Show more

 • Promoted

VP, Global Private Equity Fund Finance & Strategy

The Blackstone Group L.P.NJ, United States
Full-time

Vice President for its Global Fund Finance – Private Equity Strategies team in New Jersey.The role includes end-to-end fund administration and requires at least 12 years of progressive experience i... Show more

 • Promoted

VP Platform and Partnership

CareasehealthLakewood Township, NJ, United States
Full-time

VP Platform & Partnerships — Carease Health.Carease Health is a nationwide preventative healthcare company focused on reducing hospitalizations and improving outcomes for high-risk patients in skil... Show more

 • Promoted

Sales Associate

Tilly'sFreehold, NJ, United States
Full-time +2

Sales Associate Location NJ - Freehold - Freehold Raceway Mall Duration Regular Position - Part Time # of Openings 3 Apply Now As a Sales Associate, you will be responsible for delivering the ... Show more

 • Promoted

Managing Director, Private Equity Fund Client Services

CSCLivingston, NJ, United States
Full-time

A leading private equity firm is seeking a Managing Director of Client Services responsible for overseeing and working with Client Service Directors to increase business opportunities and revenue s... Show more

 • Promoted

Project Finance Business Partner – Immunology and Inflammation Development - Alliance

SanofiNJ, United States
Full-time

Project Finance Business Partner – Immunology and Inflammation Development - AllianceApplylocations: Morristown, NJ: Cambridge, MAtime type: Full timeposted on: Posted Todaytime left to app... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

JPMorgan ChaseMontclair, NJ, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

 • Promoted

Managing Director - Investment Banking -Boutique - Ridgewood, NJ -Minneapolis,MN

Northland Securities, Inc.NJ, United States
Full-time

Managing Director - Investment Banking -Boutique - Ridgewood, NJ -Minneapolis,MNApplylocations: Ridgewood, NJ - Northland Securities Office: Minneapolis, MN - Northland Securities Officetime ty... Show more

 • Promoted

Equity Partner, Land Acquisitions & Entitlements (NJ)

The Mulholland Drive CompanyNJ, United States
Full-time

The Mulholland Drive Company seeks a Partner who will lead land acquisitions and entitlement efforts for for-sale housing across New Jersey.Expect end-to-end ownership from site sourcing to municip... Show more

 • Promoted

VP, Advisory Consulting – Wealth Management Growth

OsaicNJ, United States
Full-time

Osaic seeks a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts.The role focuses on increasing WMP adoption, driving asset shift to the platform... Show more

 • Promoted

Private Mortgage Banker (SAFE)

Wells FargoShort Hills, NJ, United States
Full-time

About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business at wellsfargojobs.In th... Show more

 • Promoted

Investment Management Associate

Wiss & Company, LLPFlorham Park, NJ, United States
Full-time

Investment Professional Opportunity At Wiss Family Office.Wiss Family Office is an extremely fast-growing wealth management firm in the Northeast, serving entrepreneurs, business owners, executives... Show more

 • Promoted

Principal Consultant – Payment Platforms

Intellect Design Arena LtdNJ, United States
Full-time

We are seeking an experienced payments technology professional to lead the delivery and adoption of a cloud-based Payment Hub SaaS solution for enterprise clients in the United States.This role com... Show more

 • Promoted

Actuarial Consulting Director, Pricing

CNA InsuranceNJ, United States
Full-time

You have a clear vision of where your career can go.And we have the leadership to help you get there.At CNA, we strive to create a culture in which people know they matter and are part of something... Show more

 • Promoted

Partner - CPG

MathCoNJ, United States
Full-time

We are seeking a seasoned, business-savvy Partner to lead client engagements and industry growth initiatives within the CPG sectors.This role blends consulting leadership, commercial ownership, and... Show more

 • Promoted

Account Executive, SMB Sales - Middlesex, Monmouth, Ocean Counties

T-MobileToms River, NJ, United States
Full-time +1

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers.All team members receive a competitive base salary and compensation packa... Show more

 • Promoted

PGIM: Senior Investment Associate, Asset Based Finance (Hybrid/Newark, NJ)

PGIM Private CapitalNewark, NJ, United States
Part-time

We are seeking a highly motivated Senior Investment Associate to join our Asset Based Finance (ABF) investment team.The Associate will support senior investment professionals across the origination... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Investment Associate - Montclair, NJ

ChaseSomerset, NJ, United States
Full-time

Private Client Investment Associate.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service ... Show more

 • Promoted

Relationship Banker - Denville, Dover, Morristown, Parsippany, Roxbury & Summit, NJ Financial

Bank of America CorporationMorristown, NJ, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more