J.P. Morgan Wealth Management - Private Client Investment Associate - Mandarin Speaking Preferred (N
JPMorganChase
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. 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. About Us 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households. #J-18808-Ljbffr JPMorganChase- 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 Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...Suggested
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to provide client service, operational marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment trades...Suggested
- 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
$33.28k - $85k
Client Service Associate Client Service Associates provide... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...Answering general non-investment related... ...directed by local management ADMINISTRATIVE... ...College degree preferred Morgan Stanley EOE... ...please visit: #J-18808-Ljbffr Morgan...Temporary workWork at officeLocal areaWork visa$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...Work at officeLocal area- Morgan Stanley in Washington, DC seeks a Wealth Management Associate to support Financial Advisors and teams, enhancing client experiences through service, digital tools, and marketing support. The... ...strong teamwork and growth opportunities. #J-18808-Ljbffr Morgan Stanley
- ...affect the rest of a client's financial life.... ...compensation, investment portfolios, and... ...independent, owner-led wealth management firm serving more... ...role The Senior Associate Financial Planner... ...'s degree, preferably in finance, accounting... ...over time. #J-18808-Ljbffr TalentLink...Remote work1 day per week
$170k - $250k
...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit... ...the client's behalf Preferred qualifications, capabilities...Temporary workWork experience placementLocal area- ...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
- ...financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and... ...hold a Bachelor’s 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...Full time
$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- ...Bellevue seeks a Fully Independent ESG focused Fee-Only Wealth Advisor, CFP, to manage client relationships and deliver comprehensive financial... ...teamwork, work-life balance, and growth, with emphasis on sustainable investing #J-18808-Ljbffr Leah Yosef International
- ...Porting Books @ NLR | Private Wealth | Family Office... .../RIA | Wealth Management | Investment Banking |… ***... ...Comp*** ***Client is also open to... ...positive attitude. Preferred Qualifications:... ...0.00 6 days ago Associate Wealth Advisor -... ...the help of AI. #J-18808-Ljbffr Next...Full timeWork at office
- 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
- Highland Private Wealth Management is seeking an experienced wealth advisor to build... ...book of high-net-worth clients. The role emphasizes strategic... ...tailored planning and investment strategies. Located primarily... ...discretionary bonus and #J-18808-Ljbffr Clear Destination...Remote work
- 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
$25 - $44 per hour
About Merrill Wealth Management Merrill Wealth Management is a leading provider... ...wealth management and investment products and services for... ...Advisors and Wealth Management Client Associates help clients pursue the... ...believe. Pay Transparency: #J-18808-Ljbffr Bank of...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- The Simmons Group in Seattle is seeking a Registered Client Associate to join our wealth management team. This on-site, full-time role focuses on delivering... ...to obtain if needed. Collaborative and detail-oriented professionals thrive here. #J-18808-Ljbffr allthingshrllcFull time
- RBC Wealth Management in Seattle is seeking a capable Client Associate to build and maintain client relationships, handle account inquiries, and support financial advisors... ...to detail, and licenses or willingness to obtain Series 7 and 66 (or 63/65). #J-18808-Ljbffr rbc
- 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... ...America) Hours Per Week 37.5 #J-18808-Ljbffr Bank of...Seasonal workWork at officeWork from homeShift workDay shift
- ...tailored to their clients needs. This exciting... ...model as a Wealth Advisor affiliated... ...lending and wealth management needs of its clients... ...deliver Non-Deposit Investment Products (NDIPs) and... ...Bachelor's Degree Preferred) Minimum of two (2... ...compensation. #J-18808-Ljbffr LPL FinancialWork at officeLocal area
$157.23k - $192.17k
...Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve... ...wealth and estate planning, investments, banking, credit, insurance... ...High Net Worth clients Preferred Skills/Experience Requires... ...high volume of applicants. #J-18808-Ljbffr Us BankTemporary workWork experience placementLocal area3 days per week$165k - $250k
...alternative asset manager.... ...the firm invests. Blackstone... ...real estate, private equity,... ...The Private Wealth Public Funds... ...Client Solutions,... ...10-K, 10, N-2, and N-CSR... ...law firm associate or in-house... ...counsel, preferably focused on... ...basis. Please speak with your... ...questions. #J-18808-Ljbffr...Local area$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...
$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$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is... ...wide range of investment banking, securities, wealth management and investment... ...employees serve clients worldwide including... ...DESCRIPTIONThe Associate Portfolio... ...credential strongly preferred.Strong... ...please visit : . #J-18808-Ljbffr Morgan...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...growing regional wealth manager with offices... ...suite of investment services to guide... ...managing wealth. The Associate Portfolio... ...in public and private markets,... ...to internal or client distribution.... ...departments. Preferred Qualifications... ...Compensation #J-18808-Ljbffr Evergreen...Work at office
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