J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA

JPMorgan Chase • San Mateo, CA • 3h ago

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 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.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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 at our company. 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 or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

San Mateo,CA $26.49 - $37.50 / hour

Similar Jobs

J.P. Morgan Wealth Management - Private Client Investment Associate - Freemont, CA

JPMorgan Chase • Fremont, CA • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Fund Accountant | Investment Management Firm

Robert Half • San Francisco, CA • 1d ago

Finance, Accounting & Banking

Description Jennifer Fukumae with Robert Half Financial Services is partnering with a mission-driven investment management firm based in Burlingame, CA on a search for a Senior Fund Accountant to join its growing finance...

1d ago

Go to Apply

Strategy& Deals Private Equity Value Creation - Working Capital Manager

PwC • San Francisco, CA • 1d ago

Finance, Accounting & Banking

Specialty/Competency: Deal Strategy Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in deals focus on providing strategic advice and support to clients in areas such...

1d ago

Go to Apply

Controller | $2.5B AUM VC Firm!

Robert Half • Menlo Park, CA • 1d ago

Finance, Accounting & Banking

Description Jennifer Fukumae with Robert Half Financial Services is partnering with a top-performing, early-stage venture capital firm (~$2.5B AUM) on a confidential search for a Controller to join its growing finance te...

1d ago

Go to Apply

Senior Accountant

Robert Half • Dublin, CA • 1d ago

Finance, Accounting & Banking

Description We're partnering with a dynamic, private equity-owned company recognized for its resilience and adaptability in today's business landscape. Our client is seeking talented accounting professionals to help driv...

1d ago

Go to Apply

Banking Advisor III - PNC Private Bank

PNC • San Francisco, CA • 1d ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

1d ago

Go to Apply

Claims and Denials Specialist

Robert Half • Oakland, CA • 2d ago

Finance, Accounting & Banking

Description We are looking for a skilled Claims and Denials Specialist to join our client on a contract basis in Oakland, California. In this role, you will play a critical part in managing insurance-related processes, i...

2d ago

Go to Apply

Tax Accountant

Robert Half • San Francisco, CA • 2d ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Tax Preparer| Wealth Management Firm| San Francisco| Hybrid Join a purpose-driven wealth management firm rede...

2d ago

Go to Apply

Finance Analyst, Core Analytics, YouTube

Google • San Bruno, CA • 2d ago

Finance, Accounting & Banking

Finance Analyst, Core Analytics, YouTube corporatefare_ YouTube place San Bruno, CA, USA Mid Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge w...

2d ago

Go to Apply

Finance Data Specialist

ABM Industries • Mountain View, CA • 2d ago

Finance, Accounting & Banking

Overview The Data Coordinator is responsible for ensuring the accuracy, consistency, and timely processing of all data critical to the ABM Waymo account operations, reporting, and analysis. This hands-on role will work d...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.