PC Investment Associate CWM NORTH FL/GA/LA ADMIN US

Company: JPMorgan Chase
Location: Baton Rouge
Posted on: October 14, 2020

Job Description:

As part of Consumer Banking, the branch-based Private Client Investment Associate provides client service, operational marketing and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.*What you will do:*+ Aid the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management+ Assist in managing relationship and account reviews; prepare timely and accurate performance reports+ Help identify cross Line of Business partnership opportunities+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires+ Support business unit operational procedures and compliance requirements (eg completion of required operational forms and documentation)+ Facilitate accurate and timely account set up, money movement and investment trades*What you will receive:*+ Comprehensive compensation that includes a base salary, monthly incentives based on revenue shares.+ JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.+ As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.Unlicensed or partially licensed hires will hold the Private Client Investment Associate Trainee title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title. All final job titles and bank titles subject to experience and qualifications*Essential skills you will have:*+ Minimum of 1 year of experience in the financial services industry+ Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools+ Strong client relationship building experience+ Proficiency in Word, Excel, and PowerPoint*Licenses, Designations, and Education*+ College degree preferred+ A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment+ A valid and active Series 66 (63/65) license is required or may be obtained within a 60 day condition of employment+ A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment+.Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required timeframe. Once fully licensed with required licenses, hire will move into Private Client Investment Associate title.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 INVESTEDInvestment 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.JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.Equal Opportunity Employer/Disability/Veterans Location Baton Rouge, LA, United States of America Industry Other Employment Agency JPMorgan Chase Contact Click apply Reference JS787_ Posted Date 10/10/2020 4:35:01 AM Permalink

Keywords: JPMorgan Chase, Baton Rouge , PC Investment Associate CWM NORTH FL/GA/LA ADMIN US, IT / Software / Systems , Baton Rouge, Louisiana