J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL
Company: JPMorganChase
Location: Jacksonville
Posted on: April 3, 2026
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Job Description:
Description If you are passionate about client experience and
goals driven planning, then our team is the right place for you. As
part of Consumer Banking, you will provide client service
operational marketing and administrative support to the primary
Private Client Advisor(s), within JPMorgan Wealth Management. Job
responsibilities Work as a team with other associates to support a
group of 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 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
Keywords: JPMorganChase, Daytona Beach , J.P. Morgan Wealth Management - Private Client Investment Associate - Jacksonville, FL, Accounting, Auditing , Jacksonville, Florida
