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

JPMorgan Chase • Redwood City, CA • 4h 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.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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

Redwood City,CA $26.49 - $37.50 / hour

Similar Jobs

Vice President, Fund Accounting | PE 4B AUM!

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Vice President, Fund Accounting | San Francisco | Hybrid A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounti...

2h ago

Go to Apply

Accounting Manager | Top Tier VC Firm!

Robert Half • Menlo Park, CA • 2h ago

Finance, Accounting & Banking

Description Accounting Manager - Management Company Location: Menlo Park, CA (Hybrid - 3-4 days in office) Compensation: $150K-$190K base (DOE) + up to 20% bonus + phantom carry plan + unlimited PTO Jennifer Fukumae with...

2h ago

Go to Apply

Accounting Manager

Robert Half • South San Francisco, CA • 3h ago

Finance, Accounting & Banking

Description PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER - TOTAL COMP CAN BE 230K+ Exciting biotech company is seeking an Accounting Manager to join their dynamic expanding team. This...

3h ago

Go to Apply

Operations Associate, Accountant | Hedge Fund

Robert Half • San Francisco, CA • 3h ago

Finance, Accounting & Banking

Description We have an excellent opportunity for a Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients who is interested in transitioning into an industry role. Jennife...

3h ago

Go to Apply

Vice President, Fund Accounting | PE 4B AUM!

Robert Half • San Francisco, CA • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Recruitment Manager - Financial Services

Robert Half • San Francisco, CA • 3h ago

Finance, Accounting & Banking

Description Do you have a background in audit, accounting, or finance but enjoy the relationship side of the business and want to stay connected to the industry in a more dynamic role? Jennifer Fukumae and the Robert Hal...

3h ago

Go to Apply

Director of Finance | SF Private Equity Firm

Robert Half • San Francisco, CA • 4h ago

Finance, Accounting & Banking

Description Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced...

4h ago

Go to Apply

U.S. Private Bank - Investment Specialist - Vice President

JPMorgan Chase • San Francisco, CA • 4h ago

Finance, Accounting & Banking

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepre...

4h ago

Go to Apply

Relationship Banker - Silicon Valley Market - Cupertino, CA

JPMorgan Chase • Cupertino, CA • 9h ago

Finance, Accounting & Banking

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect...

9h ago

Go to Apply

Hedge Fund Senior Manager

Robert Half • San Francisco, CA • 1d ago

Finance, Accounting & Banking

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accounting Manager| San Francisco| Hybrid; 1 day in office Step into a high-impact leadership role with...

1d 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.