J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ

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

As a Private Client Investment Associate, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures.

• 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 Inquiries.
• 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.

• A valid and active Series 7 license.
• If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essentials (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.

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, commission‑based pay, discretionary incentive compensation, and a wide range of benefits. 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.

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.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions – all while ranking first in customer satisfaction.

Not Applicable

Full‑time

Finance and Sales