J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX

If you are passionate about client experience and goals driven planning, then our team is the right place for you.

As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within J.P.

Morgan Wealth Management

Job responsibilities


* Work as a team with other associates to support a group of 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


* 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

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 co...