J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY
Job Posting for J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY at JPMC Candidate Experience page
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.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
Sign up to receive alerts about other jobs that are on the J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY career path.
Click the checkbox next to the jobs that you are interested in.
Sign up to receive alerts about other jobs with skills like those required for the J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY.
Click the checkbox next to the jobs that you are interested in.
-
Administrative Support Skill
-
Income Estimation: $41,327 - $51,912
-
Income Estimation: $43,915 - $57,356
-
-
Customer Service Skill
-
Income Estimation: $27,812 - $35,319
-
Income Estimation: $27,862 - $35,954
-
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles
Skills Library
Job openings at JPMC Candidate Experience page
JPMC Candidate Experience page
Jackson, WY
Full Time
JPMC Candidate Experience page
Newark, DE
Full Time
JPMC Candidate Experience page
Washington, DC
Full Time
JPMC Candidate Experience page
Salt Lake, UT
Full Time
Not the job you're looking for? Here are some other J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY jobs in the Poughkeepsie, NY area that may be a better fit.
We don't have any other J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY jobs in the Poughkeepsie, NY area right now.
J.P. Morgan Wealth Management- Private Client Investment Associate - Poughkeepsie, NY
JPMorgan Chase, Poughkeepsie, NY
Senior Wealth Manager, Poughkeepsie, NY
Savvy Wealth, Poughkeepsie, NY