JPMorgan Wealth Management - Private Client Investment Associate - Cooper City, FL
Company: JPMorgan Chase
Location: Fort Lauderdale
Posted on: January 25, 2023
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Job Description:
As part of Consumer Banking, the branch-based Private Client
Investment Associate provides client service, operational marketing
and administrative support to primarily Private Client Advisor(s)
within Chase Wealth Management.**What you will do:**+ Aid the
Advisor(s) by building and maintaining client relationships and
assisting the Advisor(s) with ongoing financial planning for
clients and referral source management+ Assist in managing
relationship and account reviews; prepare timely and accurate
performance reports+ Help identify cross Line of Business
partnership opportunities+ 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)+ Facilitate accurate and timely account
set up, money movement and investment trades**What you will
receive:**+ Comprehensive compensation that includes a base salary,
monthly incentives based on revenue shares.+ JPMorgan Chase is
committed to providing a vast set of benefits choices as well as a
Wellness Program to help you and your family get healthy and stay
healthy.+ As an additional complement to the benefit plans, we
offer a variety of additional programs and services to help meet
the diverse needs of our employees, including 401k (for eligible
employees), Employee Stock Purchase Plan, Employee Discount
Programs, Business Resource Groups, Backup Child Care, Tuition
Assistance Programs and Career Management, just to name a few.A
valid and active Series 7, Series 66 (63/65) and Life, Health and
Long Term Care Insurance licenses is required or must be obtained
within 120 days of starting in the role as a condition of
employment.Unlicensed or partially licensed hires will hold the
Private Client Investment Associate Trainee title until licensing
is obtained within required timeframe. Once fully licensed with
required licenses, hire will move into Private Client Investment
Associate title. All final job titles and bank titles subject to
experience and qualifications**Essential skills you will have:**+
Minimum of 1 year of experience in the financial services industry+
Knowledge of investments, insurance, bank products, financial
planning and use of financial planning tools+ Strong client
relationship building experience+ Proficiency in Word, Excel, and
PowerPoint**Licenses, Designations, and Education**+ College degree
preferred+ A valid and active Series 7 license is required or may
be obtained within a 120 day condition of employment+ A valid and
active Series 66 (63/65) license is required or may be obtained
within a 120 day condition of employment+ A valid and active Life
and Health Insurance license is required or may be obtained within
a 120 day 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.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 INVESTEDInvestment 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.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 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. In accordance with applicable law, we make
reasonable accommodations for applicants' and employees' religious
practices and beliefs, as well as any mental health or physical
disability needs.The health and safety of our colleagues,
candidates, clients and communities has been a top priority in
light of the COVID-19 pandemic. JPMorgan Chase was awarded the
"WELL Health-Safety Rating" for all of our 6,200 locations globally
based on our operational policies, maintenance protocols,
stakeholder engagement and emergency plans to address a
post-COVID-19 environment.As a part of our commitment to health and
safety, we have implemented various COVID-related health and safety
requirements for our workforce. Employees are expected to follow
the Firm's current COVID-19 or other infectious disease health and
safety requirements, including local requirements. Requirements
include sharing information including your vaccine card in the
firm's vaccine record tool, and may include mask wearing.
Requirements may change in the future with the evolving public
health landscape. JPMorgan Chase will consider accommodation
requests as required by applicable law.We offer a competitive total
rewards package including base salary determined based on the role,
experience, skill set, and location. For those in eligible roles,
discretionary incentive compensation which may be 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.Equal Opportunity Employer/Disability/Veterans
Keywords: JPMorgan Chase, Fort Lauderdale , JPMorgan Wealth Management - Private Client Investment Associate - Cooper City, FL, Executive , Fort Lauderdale, Florida
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