J.P. Morgan Wealth Management - Private Client Investment Associate - Radio City, New York
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 120 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 120 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 OFTHE 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. 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 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.- Help shape how a premier wealth management business invests, grows, and performs. In this role, you... .... Job Summary As a/an Senior Associate in J.P. Morgan Wealth Management Finance, you will... ...small businesses, nonprofits and cities grow, delivering solutions to...SuggestedFull time
$64.35k
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) Job Information Job Identification: 210624198 Job Category: Advisors... ...commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along...SuggestedFull time- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities...Suggested
- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P.... ...enthusiasm for helping our clients, taking care of... .... Using a broad investment product and... ...businesses, nonprofits and cities grow, delivering... ...Management - New York - Associate- 7201453 New York...SuggestedFull time
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve... ...-Directed - our digital investing platform. The combined... ...development, strengthening client satisfaction, and building... ...meetings per week to support new business opportunities Attend...SuggestedWork at officeRemote workFlexible hoursNight shift
$150k - $225k
Our New York office is looking... ...for talented investment bankers at the Senior Associate and Vice... ...our leading wealth and asset management investment... ...preeminent, global clients on a wide... ...M&A, IPOs, private capital and... ...FROM MORGAN STANLEY: At... ...Disability/Vet). #J-18808-...Temporary workWork at office- Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York New York, NY, United States Job... ...participate in exciting investment opportunities while... ...across public and private markets. In addition... ...NY, United States #J-18808-Ljbffr Goldman...
$90k - $125k
New York, New York, United States Job Description Fixed Income... ...Solutions, within Public Investing, manages more than $1.7 trillion*... ...assets for a variety of clients, including private wealth mandates and... ...to offer. Learn More #J-18808-Ljbffr Goldman Sachs...Full timeTemporary workPart timeWork at office- Asset & Wealth Management A career with Goldman Sachs Asset &... ...an opportunity to help clients across the globe realize... ...in exciting investment opportunities while collaborating... ...become a member our New York Portfolio Management... ...knowledge preferred #J-18808-Ljbffr The Goldman...
$80k - $160k
...YOUR IMPACT As an Associate, you will be... ...for a range of investment solutions and wealth management products. This includes... ...and improve client engagement. Ideal... ..., attracting new clients and developing... ...in New York, we maintain offices... ...External Candidates #J-18808-Ljbffr The...Full timeTemporary workPart time$85k - $110k
Asset & Wealth Management, Fixed Income - Municipal Client Portfolio Management Role Overview... ..., mastering new concepts quickly, and... ...business by ensuring our investment story resonates... ...for this New York, New York, United States... ...can be found here. #J-18808-Ljbffr The...Full timeTemporary workPart time$150k - $225k
...Morgan Stanley is a leading global services... ...wide range of investment banking,... ...securities, investment management and wealth management... ...serve clients worldwide including... ...looking for an Associate to join our New York office. The successful... .../Vet). #J-18808-Ljbffr...Temporary workWork at officeWorldwide$100k - $300k
Financial Representative - Wealth Management Career Track (Training... ...Midtown Manhattan, New York - On-Site Launch Your... ...combined insurance, investment, and financial planning strategies to guide clients through every stage of... ...development, and culture. #J-18808-Ljbffr Purple...Work at office$112k
Manager, InfoSec Governance Risk and Compliance (GRC) New York City, New York, US Manager, InfoSec Governance Risk and Compliance... ...technology Sustainable Growth, Privately Held A stable and cash‑flow... ...should take about 5 minutes to complete. #J-18808-Ljbffr IvaluaContract workFor contractorsFor subcontractorWork at officeWorldwide$125k - $140k
...Client Strategy & Operations Associate - Investment Banking (New York) New York Compensation: $125,000-$140,000... ...DeepMind, Meta AI, and J.P.Morgan, FinsterAI provides... ...banking, research, and private credit Scale GTM... ...defining processes, managing tools (CRM, analytics...Work from homeFlexible hoursShift work2 days per week$170k - $270k
...our commitment to clients, shareholders, and... ...Markets Legal team in New York, NY or Dallas, TX.... ...for registered investment advisors (RIA... ...through industry associations regarding changes... ...custody services. Manage outside counsel. Collaborate... ...can be found here. #J-18808-Ljbffr...Full timeTemporary workPart time$150k - $180k
...Business Banking professional to manage and deepen relationships with commercial customers in New York City. The ideal candidate will have... ...include engaging with clients, providing advisory discussions... ...per year along with numerous benefits. #J-18808-Ljbffr Citizens- ...about this job. 2027 Investment Banking Summer Analyst... ...Investment Banking), New York City 2027 Investment Banking... ...banking, credit and risk management products and services... ...needs of our clients. Our products include... ...selection process. #J-18808-Ljbffr Austin Community...Summer workInternshipWork at officeVisa sponsorship
$100k - $160k
...IMPACT We are seeking an Associate to join the Global Risk Management team within Goldman... ...including portfolio managers, client teams, and various... ...funds across different investment strategies Developing... ...firm. Headquartered in New York, we maintain offices around...Full timeTemporary workPart time$85k - $145k
...integrating financial planning, investment management, business management,... ...0 families across 90+ cities across the U.S. Ranked... ...bound to act in our clients’ best interests —... .... Job Summary: The Wealth Path Wealth Advisor... ...transitioning of 10-50 new clients a year to obtain...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Attorney, Vice President, New York City New York, New York,... ...our commitment to clients, shareholders, and regulators... ...USA or Goldman Sachs Private Bank. Responsibilities... ...copy, and develop / manage associated legal disclosures.... ...benefits our firm has to offer. #J-18808-Ljbffr...
$75k - $125k
...New York, New York, United States Job... ...with portfolio managers, and the ability... ...communication skills, and client service are... .... OUR IMPACT Wealth Management... ...financial planning, investment management,... ...data and design. Private Wealth... ..... Learn More #J-18808-Ljbffr...Full timeTemporary workPart timeWork at office$85k - $110k
Asset & Wealth Management A career with Goldman Sachs... ...opportunity to help clients across the globe... ...participate in exciting investment opportunities... ...Negotiate and close new PF business;... ...salary for this New York, New York, United... ...be found here. #J-18808-Ljbffr The Goldman...Full timeTemporary workPart time$150k - $225k
...Job Overview New York City office is looking for an Associate and a Vice President... ...Services Investment Banking Group.... ...international clients on a wide range... ...and public and private capital markets... ...packages, and other Morgan Stanley‑sponsored... ...information: #J-18808-Ljbffr...Temporary workWork at office$85k - $110k
New York, New York, United States Job Description Role Overview As an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will be an... ...business by ensuring our investment story resonates through... ...social well‑being. #J-18808-Ljbffr Goldman Sachs...Full timeTemporary workPart timeWork at office$157.04k - $235.56k
...Citi Wealth Lending provides competitive borrowing... ...into our client’s broader Wealth Management goals. Our Lending... ...and Citi Private Client (CGCPC) segments... ...liquidity, investment, and risk objectives... ...preferred. Location New York, NY, United... ...Rights poster. #J-18808-Ljbffr...Full time- ...services firm is seeking a Private Client Investment Associate to provide exceptional... .... This role includes managing account opening,... ...position offers valuable experiences within the wealth management space, fostering a positive team environment. #J-18808-Ljbffr J.P. Morgan
- ...President to join our client's Financial Advisory Team... ..., OH; Grandville, MI; New York, NY; or Dana Point, CA.... ...negotiating terms, and managing the full deal cycle from... ...clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement...Night shift
$150k - $175k
...Our New York City office is looking for an Investment Banking Associate to join the Global Industrials... ...and international clients on a wide range... ...executions of public and private capital markets... ..., and other Morgan Stanley sponsored... ...and experiences. #J-18808-Ljbffr...Temporary workWork at office- ...leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client... ...delivering client service, managing operational requests, and enhancing... ...and comprehensive benefits in a diverse workplace. #J-18808-Ljbffr J.P. Morgan
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Investment Associate - Radio City, New York. Be the first to apply!
- client engagement associate New York, NY
- client solutions associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- client success associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- investment operations associate New York, NY
- investment advisor New York, NY
- senior investment advisor New York, NY

