J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ
JPMorgan Chase Bank, N.A.
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. 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. 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 #J-18808-Ljbffr JPMorgan Chase Bank, N.A.- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term... ...and Self-Directed - our digital investing platform. The combined business has ~... ...in advisor development, strengthening client satisfaction, and building deep, value...SuggestedWork at officeRemote workFlexible hoursNight shift
$60.8k - $80k
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining... ...to diversity and inclusion. As a New Client Investment Specialist you will spend your day providing...SuggestedWork at officeRemote workMonday to Friday3 days per week- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary... ...diversity and inclusion. As an Investment Professional (Licensed,... ...Opportunity Employer/Disability/Veterans #J-18808-Ljbffr TwinThreadSuggestedWork at officeLocal areaRemote workMonday to Friday3 days per week
- A leading financial services firm in Tempe, Arizona, seeks a Private Client Investment Associate to support Wealth Management Advisors. This role involves maintaining client relationships... ...exceptional client service and diverse, inclusive culture. #J-18808-Ljbffr JPMorganChaseSuggested
- TwinThread is looking for a Private Client Investment Associate to provide client service and operational support within J.P. Morgan Wealth Management. In this role, you will assist Private Client Advisors by facilitating operational requests and building client relationships...Suggested
- U.S. Bank is seeking a Wealth Management Investment Consultant in Tempe, AZ, to offer personalized financial consulting services. You will analyze customers' financial... ...abilities, and familiarity with software like Salesforce and MoneyGuide pro. #J-18808-Ljbffr U.S. Bank
- JPMorgan Chase Bank, N.A. is looking for a Private Client Investment Associate to provide client service and operational support within Wealth Management. Responsibilities include assisting... ...salary and benefits will be offered. #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
- ...leading financial institution is seeking a Wealth Management Advisor in Tempe, Arizona. The role involves advising clients on investment strategies and constructing tailored portfolios... ...and various benefits, including healthcare and a 401(k). #J-18808-Ljbffr U.S. Bank
- ...Client Service Associate If you are a collaborative team... ...client service, J.P. Morgan is the place for... ...within the U.S. Private Bank at JP... ...are a leader in investment banking, consumer... ...processing and asset management. We offer a... ...Morgan Asset & Wealth Management delivers...Work at office
- ...ourselves on providing our clients, shareholders and... ...Bank in our Tempe branch. If you are... ...are interested in speaking with you! Essential... ...to detail and time management. Proficient in basic... ...between 9 a.m. - 5 p.m. MST. Click here... ...employment law posters. #J-18808-Ljbffr Zions...Work experience placementLocal areaMonday to FridayFlexible hours
- ...include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides... ...prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years...
- ...America is seeking a client services associate in Chandler, AZ. This position... ...with policies while managing client relationships... ...is part of Merrill Wealth Management, emphasizing... ...community while promoting investment products and services to clients. #J-18808-Ljbffr...
- ...oversee the operational control environment in Tempe, Arizona. This role requires advising... ...risk and control background, and be able to manage sensitive information effectively. The... ...a competitive salary and comprehensive benefits package. #J-18808-Ljbffr ACCA CareersWork at office
- ...Private Banker We are actively looking for exceptionally talented... ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you... ...on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit...Temporary workWork experience placementLocal area
- Edward Jones in Tempe, AZ is seeking a dedicated professional to deliver exceptional client service while building relationships with top branch teams. The role requires strong... ...package, including health insurance, 401k plan, and paid time off. #J-18808-Ljbffr Edward Jones
- ...Search is seeking a full-time attorney based in Tempe, AZ, to provide comprehensive legal services, primarily... ...drafting legal documents, appearing at trials, and advising clients. Benefits include 401(k) matching and health insurance. #J-18808-Ljbffr BCG Attorney SearchFull time
- ...over 9 million clients and 20,000... ...re proud to be privately‑owned and focused... ...Alternative Investments team within Edward Jones’ Wealth Management Advice and Solutions... ...from our Tempe, AZ and St. Louis,... ...at no cost to associates. Edward Jones... ...benefits page ( #J-18808-Ljbffr...Temporary workWork at officeHome officeFlexible hours
- ...seeking a Vice President, Investment Product Specialist in Tempe, Arizona to lead the presentation... ...and strengthening client satisfaction through collaboration... ...includes territory management, advisor meetings, and effective... ...to the team and clients. #J-18808-Ljbffr TwinThread
- ...professional to serve as an associate product manager for Alternative Investments (Alts) within the Wealth Management Advice and... ...needed to help clients achieve their... ...commutable distance from our Tempe, AZ and St. Louis, MO... ...the benefits page. #J-18808-Ljbffr Edward JonesTemporary workWork at officeHome officeFlexible hours
- ...to our Commercial Bank clients. Manage multiple relationships... ...As a Client Service Associate within the Commercial... ...level of service that JP Morgan Chase customers have... ...government clients under the J.P. Morgan and Chase... ...we are a leader in investment banking, consumer and...Work experience placementWork at office
- U.S. Bank is hiring a Wealth Management Advisor in Chandler, Arizona. This role leads investment planning, advising clients on tailored portfolios, and delivering investment management... ...comprehensive healthcare, retirement plans, paid vacation, and more. #J-18808-Ljbffr U.S. Bank
- Edward Jones is seeking an Associate Portfolio Strategist in Tempe, AZ. This role involves partnering... ...advisors to bring the client's financial plans to life through tailored investment strategies. The ideal candidate... ...growth within the company. #J-18808-Ljbffr Edward Jones
$98.18k - $115.5k
...the role of Fund Accounting Manager to support our Fund Accounting... ...traded fund, local government investment pools and closed-end funds of... ...: 3 or more days in the Tempe, AZ or Milwaukee, WI locations To... ...earlier due to high volume of applicants. #J-18808-Ljbffr...Temporary workWork experience placementWork at officeLocal areaMonday to Friday3 days per week- ...seeking an Experienced Account Sales Manager to lead business development in Tempe, AZ. The successful candidate will have... ...networking, manage a pipeline of clients, and conduct personalized client visits... ...professional growth and development. #J-18808-Ljbffr JWilliams Staffing
- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale... ...of Interest: Wealth Management Pay Transparency Salary... ...TransFund and Cavanal Hill Investment Management, Inc. BOK... ...Advisor for your clients, with the ability to serve... .... Scottsdale, AZ, US, 85054 Mesa, AZ, US...Work experience placementWork at office
- U.S. Bank is seeking a candidate in Tempe, Arizona to support Corporate and Commercial Banking Lenders and Wealth Management Relationship Managers. The role includes responsibilities... ...finance. Benefits include healthcare, 401(k), and paid vacation. #J-18808-Ljbffr Us Bank
- ...Advisor within PNC Wealth Management, you will be based in Scottsdale, AZ. Financial Advisors... ...focused on helping clients meet their savings, investing and retirement goals... ...investment sales associate, leads the branch team... ...Banking, Public Speaking, Relationship Building...Full timeTemporary workPart timeWork experience placementWork at office
- U.S. Bancorp is seeking a Fund Accounting Manager to join our team in Tempe, AZ. This role involves maintaining general ledgers for mutual funds and ETFs... ...a strong background in finance and fund accounting, we would love to hear from you. #J-18808-Ljbffr U.S. Bancorp
- U.S. Bank seeks a Fund Accounting Manager in Tempe, AZ. This role involves maintaining the general ledger for mutual funds and producing net asset... ...knowledge of fund accounting principles. Benefits include healthcare, 401(k), and paid vacation. #J-18808-Ljbffr Us Bank
$96.88k - $127.15k
...we’re Oscar. We’re hiring an Associate, Strategic Finance to join our... ...This position is based in our Tempe, AZ office, requiring a hybrid work... ...Analysis. Experience in the managed care, healthcare or insurance.... ...backgrounds and perspectives. #J-18808-Ljbffr Oscar Health...Full timeWork experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Investment Associate -Mandarin Speaking- Tempe, AZ. Be the first to apply!
- client services associate Tempe, AZ
- client relationship associate Tempe, AZ
- investment advisor Tempe, AZ
- investment consultant Tempe, AZ
- management jobs Tempe, AZ
- director of managed care Tempe, AZ
- emergency management director Tempe, AZ
- director management consulting Tempe, AZ
- entry level emergency management Tempe, AZ
- logistics and supply chain management Tempe, AZ

