J.P. Morgan Wealth Management - Private Client Investment Associate - Boulder, CO

JPMorganChase • Banking • Wealth Management • 1 day ago
Apply now
Similar jobs
428,619open jobs
14,643companies
61,484added this week
Browse all
Salary
≈ $91k – $234k per year (Estimated)
Location
In office (Boulder)
Overview
Company
Impact
Profile match

JPMorganChase

JPMorganChase is the largest bank in the United States by assets and one of the most systemically important financial institutions in the world, with a lineage running back through more than a thousand predecessor firms to the 1799 founding of the Bank of the Manhattan Company. It combines a dominant investment bank and markets business with Chase, the largest retail banking franchise in America, plus commercial banking and asset and wealth management. Headquartered in New York, the group is unusual among banks for the scale of its technology spending, running one of the largest engineering organisations of any financial institution and deploying its own internal AI platform across the firm.
jpmorganchase.com • HQ: New York, United States • Payments • Asset Management • Credit Cards • Wealth Management • Capital Markets • Investment Banking • Banking • Financial Services • 5000+ employees • Est. 1871

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.

Free account
Stop reading job ads. Get the ones that fit.
One free account turns this page into a shortlist built around your stack, your level and your pay.
Match on every job. Stack, seniority, pay and location, scored against your profile.
428,619 open roles. Read straight off company career pages, refreshed every day.
Unlimited applications. Every one you send is tracked in one place, on-site or on a company board.
3 tailored CVs a month. Rewritten for the exact job you are applying to. Included free.
Create a free account
Free forever. No card. Under a minute.

Recommended for you based on this role

Similar stack
Same company
Boulder
≈ $19k – $56k per year (Estimated) • In office • 6+ years exp • Mumbai
Analytics
Microsoft Excel
Management
Outlook
Apply
In office • 4+ years exp • Bachelor's Degree
Apply
≈ $16k – $34k per year (Estimated) • In office • 2+ years exp • Bengaluru
Python
SQL
Databases
Databricks
Analytics
Tableau
Power BI
Microsoft Excel
Apply
In office • 2+ years exp • High School Diploma
Apply
≈ $95k – $190k per year (Estimated) • In office • 6+ years exp • Bachelor's Degree • Columbus
Apply
$140k – $209k per year • Equity • In office • Full-Time • 8+ years exp • Pleasanton • Salt Lake City • Reston • Atlanta • Boulder
Cybersecurity
GDPR
Apply
$122k – $183k per year • Equity • In office • Full-Time • 8+ years exp • San Francisco • Reston • Denver • Frisco • Seattle
Apply
$87k – $124k per year • Remote/Hybrid • Bachelor's Degree • Boulder
PHP
PHP
WordPress
AI/ML
Copilot
OpenAI
Design
Webflow
Apply
$102k – $151k per year • In office • Secret • PhD • Boulder
Python
MATLAB
Apply
$118k – $175k per year • In office • Secret • 4+ years exp • PhD • Boulder
Python
MATLAB
Apply
See all jobs
This is one of many
428,619 more open roles from verified company boards, updated every day.
Browse all jobs Get matched roles