J.P. Morgan Wealth Management - Private Client Investment Associate - Lake Forest, IL

J.P. Morgan Wealth Management

• Private Client Investment Associate
• Lake Forest, IL 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 no...

Rate:

Not Specified Location:

Lake Forest, US-IL Type:

Permanent Industry:

Finance Recruiter:

JPMorgan Chase Bank, N.A.

Contact:

Not Specified Email:

to view click here

Reference:

210704033

Posted:

2026-03-26 08:41:57

• View all Jobs from JPMorgan Chase Bank, N.A. Apply Now Share Job More Jobs from JPMorgan Chase Bank, N.A. Optometrist, PT (PC)
• Montgomery Village Advisor
• ABQ Uptown Advisor
• Tuscan Village Optical Supervisor
• Ridgedale Center Licensed Optical Supervisor
• University Village Advisor
• Portsmouth Green Licensed Optician
• Smith Haven Mall Licensed Optician
• Ridgewood Advisor
• Old Mill District Licensed Optician
• Closter Plaza Licensed Optician
• Palmer Square Licensed Optician
• Freehold Raceway Optician Apprentice
• Freehold Raceway Sales Supervisor
• Ridgewood Advisor
• Ridgewood Advisor
• Freehold Raceway Optometric Technician
• 80th & Columbus Sales Manager
• Freehold Raceway Associate Independent Optometrist
• Las Vegas Advisor
• WestBend