J.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJ

Job Description At J.P. Morgan Chase, we are driven by enthusiasm to help clients, take care of our employees, build relationships, and deliver extraordinary customer service while maintaining a strong commitment to diversity and inclusion. With a broad investment product and thought leadership platform and cutting‑edge digital technology, you will represent our brand and interact with 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. 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 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 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 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 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 may not be available in all states. Equal Opportunity Employer/Disability/Veterans We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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. Reasonable accommodations are made for applicants’ and employees’ religious practices and beliefs and for mental health or physical disability needs. Benefits You will be eligible for a competitive total rewards package that may include base salary, commission‑based pay, and discretionary incentive compensation. A range of benefits is also available, such as comprehensive health care coverage, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and additional programs to meet employee needs. #J-18808-Ljbffr JPMorganChase