J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking Preferred (N
JPMorgan Chase & Co.
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. #J-18808-Ljbffr JPMorgan Chase & Co.- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees... ...Using a broad investment product and... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...JPMORGAN CHASE BANK, N.A. OR ANY OF...Mandarin language
- J.P. Morgan Advisors, the ultra-high net worth division... ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors... ...needs.As a Client Associate in J.P. Morgan... ...financials, and provide investment quotes to clients... ...income trades and private investmentsProvide...SuggestedLocal area
- J.P. Morgan Chase in Wealth Management seeks a Private Client Investment Associate to deliver client service, support to Private Client Advisors and assist with wealth planning. You will serve clients with investment guidance and maintain relationships across accounts....Suggested
- ...Chase & Co. in Bellevue, WA seeks a Private Client Investment Associate to provide client service and... ...to Private Client Advisors within Wealth Management. The role focuses on processing account... ...emphasizes risk management, compliance, #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
$85k - $95k
...Rockefeller Capital Management Rockefeller... ...billion in client assets as... ...Position A Private Advisor... ...-caliber Investment Research... ...experience in wealth management,... ...6 strongly preferred, and if not... ...Company, N.A., The Rockefeller... ...L.P. (individually... ...by law. #J-18808-Ljbffr...SuggestedWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth teams in Kirkland, WA. You will manage client relationships, process transactions, and educate clients... ...program are offered. #J-18808-Ljbffr Morgan-Stanley
$35.63k - $85k
DUTIES and RESPONSIBILITIES CLIENT SUPPORT Cultivate and... ...digital offerings like Morgan Stanley Online and... ...initiatives directed by local management Regularly seek... ...of industry experience preferred High School Diploma/Equivalency... ...society. What We Do #J-18808-Ljbffr 711 MS...Temporary workWork at officeLocal areaWork visa- Highland Private Wealth Management is seeking an advisor to build and manage a personal... ...flexibility based on experience and client base. You will engage clients,... ...professional designation is preferred. A Bachelor’s degree is required. #J-18808-Ljbffr Hightower AdvisorsRemote work
- ...Bellevue, WA seeks a senior wealth management executive to lead retention... ...growth of high net worth client relationships. You will build... ...team of banking, trust and investment professionals around each... ...development skills, and a CFA/CFP is preferred. #J-18808-Ljbffr U.S. Bank
- ...Private Banker We are actively looking for... ...class experience to clients within J.P. Morgan's U.S. Private Bank... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial planning... ...'s behalf Preferred Qualifications,...Temporary workWork experience placementLocal area
- Morgan Stanley in the United States is seeking a Registered Client Service Associate to provide outstanding service to clients... ...Advisors and Private Wealth Advisors. You will... ...required, college degree preferred, Series 7/66/63/65... ...MS Office skills #J-18808-Ljbffr 711 MS...
- ...services tailored to their clients needs. This exciting... ...advisor model as a Wealth Advisor affiliated with... ..., lending and wealth management needs of its clients.... ...to deliver Non-Deposit Investment Products (NDIPs) and services... ...(Bachelor’s Degree Preferred)Minimum of two (2)...Full timeWork at officeLocal area
$180.27k - $220.33k
...size high net worth client relationships.... ...Banking, Trust and Investment professionals around... ...of handling complex wealth and relationship management issues, providing counsel... ...activities Preferred Skills/Experience -... ...Excellent writing, speaking, and presentation skills...Full timeWork experience placementLocal area$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...wealth management and investment products and services for... ...and Wealth Management Client Associates help clients pursue the life... ...business and the communities we serve. #J-18808-Ljbffr...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$160k - $210k
...respected financial institution to recruit a Private Banker for the Western United States. The role focuses on affluent clients, wealth management, lending, and relationship growth, with... ...-term career growth. DOE salary is $160k-$210k+. #J-18808-Ljbffr Boutique Recruiting- ...financial institution expanding its Private Banking team across the Western... ...relationships with affluent clients, manage loans and treasury needs, and deliver customized wealth management solutions. You will... ...strong earning potential. #J-18808-Ljbffr Boutique Recruiting
$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management... ...firm scales. We invest in our people from... ..., brokerage, or private banking operations... ...experience preferred Apply Include your... ...opportunity employer. #J-18808-Ljbffr One...Work at office$140k - $200k
...Description Job Title: Wealth Advisor Job... ...A fast-growing wealth management firm in Bellevue, WA is... ...established group of clients, providing exceptional... ...relationships that extend beyond investment performance and... ...CFP® certification preferred. Experience with estate...Permanent employmentWork at officeMonday to Friday- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships. The role requires broad knowledge of investments, banking, wealth and estate planning,... ...specialists. A CFA/ CFP is preferred. #J-18808-Ljbffr Us Bank
- ...advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and... ...or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the ability to obtain them. #J-18808-Ljbffr All Things HR, LLCFull time
- ...Job Description Our client is a growing, independent registered investment advisory (RIA) firm in the... ...personalized investment management and financial planning.... ...re looking for a Junior Wealth Advisor to support client... ...business over time. \n This is a great opportunity...Work at office
- ...Job Description Private Wealth Advisor \n Greater Seattle... ...\n Our client is a growing wealth management firm serving UHNW... ...a full suite of investment advisory, planning... ...with 5+ years of Associate Advisory experience... ...certification strongly preferred. \n ~ Clear communicator...Work at office
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to serve clients and advisors at our Seattle branch. You will help onboard accounts... .... Training and growth opportunities are available in a collaborative environment. #J-18808-Ljbffr rbc
- ...plans for portfolio management operations and change... ...timelines, and improve the client and employee... ...priorities simultaneously.Preferred qualifications,... ...government clients under the J.P. Morgan and Chase brands. Our... ...we are a leader in investment banking, consumer and...
$80k
...Workplaces), and Investment News, Mission Wealth is hiring a... ...Wealth Advisor Associate to join our award... ...leading wealth management company with a commitment... ...to helping clients navigate their financial... ...plans that speak to the clients... ...reimbursements. #J-18808-Ljbffr...Full timeImmediate start- A distinguished independent wealth management firm is seeking an experienced Senior... ...for managing customized investment portfolios for high-net-worth... ...initiatives, ensuring alignment with client objectives and contributing to the firm's growth. #J-18808-Ljbffr International...
- ...and bringing in new clients. A role as a Business... ...Reporting to the Region Manager you will be... ...Asset Management and Investment Bank colleagues, to introduce... ...proposal writing and public speaking Preferred Qualifications,... ...clients under the J.P. Morgan and Chase brands. Our...Bank staff
- ...At T-Mobile, we invest in YOU! Our Total Rewards Package... ...enjoy multiple wealth-building opportunities... ...our employees! This role manages enterprise risk programs... ...Mentorship Risk Management Preferred 7-10 years professional... ...related requests. #J-18808-Ljbffr...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
$100k - $140k
...growing regional wealth manager with offices in... ...comprehensive suite of investment services to... ...wealth. \n \n The Associate Portfolio Manager... ..., in public and private markets, providing... ...to internal or client distribution.... ...departments. \n Preferred Qualifications...Work at office$80.5k - $130k
...West Bank is seeking a Premier Relationship Manager in Bellevue, WA. The role requires driving client acquisition and retention while providing professional... ...00 per year based on experience and location. Proficiency in Mandarin or Cantonese is a plus. #J-18808-Ljbffr East West BankMandarin language
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