J.P. Morgan Wealth Management - Private Client Investment Associate - Weston, FL

Location: Weston, FL, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized investment strategies and comprehensive advisory services. As a Private Client Investment Associate in our Weston, FL office, you will play a pivotal role in supporting Private Client Advisors by delivering top-tier client service, operational efficiency, and administrative excellence. This position within the Banking Associates category offers an opportunity to immerse yourself in the dynamic world of wealth management at one of the world's leading financial institutions, where innovation and client-centric solutions drive our success. You will contribute to building lasting client relationships while gaining hands-on experience in investment operations and portfolio support. Your day-to-day responsibilities will include providing responsive client support, such as handling inquiries, processing transactions, and coordinating with advisors to ensure seamless service delivery. You will assist in operational tasks like account management and compliance reporting, leveraging J.P. Morgan's advanced technology platforms to maintain accuracy and efficiency. Additionally, you will support marketing efforts by creating tailored client materials and conducting market research to inform investment recommendations. This role requires a keen eye for detail and a proactive approach to administrative duties, ensuring all activities align with J.P. Morgan's rigorous standards for regulatory compliance and risk management in the financial services industry. Joining J.P. Morgan means becoming part of a global team committed to excellence, integrity, and professional growth. In this position, you will collaborate with seasoned advisors in a supportive environment that fosters learning and career advancement. Whether you're assisting in client meetings or analyzing portfolio performance, your contributions will directly impact our clients' financial success. We seek motivated individuals passionate about finance who thrive in a fast-paced setting and are eager to grow within a prestigious firm renowned for its leadership in wealth management.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and facilitating account transactions for Private Client Advisors
• Assist in operational tasks including account openings, maintenance, and compliance documentation
• Support marketing initiatives by preparing client presentations, reports, and promotional materials
• Conduct research on investment opportunities and market trends to aid advisors in client recommendations
• Handle administrative duties such as record-keeping, data entry, and file organization in compliance with J.P. Morgan standards
• Collaborate with cross-functional teams to ensure seamless client onboarding and portfolio management
• Monitor client portfolios for updates and generate performance reports using J.P. Morgan's proprietary systems
• Ensure adherence to regulatory requirements, including FINRA and SEC guidelines
• Participate in client meetings to take notes, provide support, and follow up on action items
• Contribute to business development efforts by identifying potential client needs and referral opportunities

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client support, or wealth management
• Series 7 and Series 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products, financial planning, and regulatory compliance
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent communication and interpersonal skills for client interactions
• Ability to maintain confidentiality and handle sensitive financial information

Preferred Qualifications

• Experience working in a high-net-worth client environment at a major financial institution
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Advanced certifications such as CFP or CFA
• Bilingual proficiency in English and Spanish, given the Weston, FL location
• Prior administrative or operational support role in banking or investment services

Required Skills

• Financial analysis and investment knowledge
• Client relationship management
• Regulatory compliance (FINRA, SEC)
• Proficiency in CRM software (e.g., Salesforce)
• Data entry and report generation
• Time management and multitasking
• Problem-solving and analytical thinking
• Verbal and written communication
• Attention to detail and accuracy
• Team collaboration and adaptability
• Microsoft Excel and PowerPoint expertise
• Knowledge of wealth management products
• Discretion and ethical judgment
• Customer service orientation
• Basic marketing and presentation skills

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Flexible work arrangements and commuter benefits for Weston, FL location

JP Morgan Chase is an equal opportunity employer.