J.P. Morgan Wealth Management - Walnut Creek, CA, United States
6 days ago
Job summary
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
- Required qualifications capabilities skills A valid active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1 2018 you must also have a valid active Securities Industry Essential SIE exam A valid active Series /65) Life Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment br FEDERAL DEPOSIT INSURANCE ACT This position is subject to Section 19 of the Federal Deposit Insurance Act As such an employment offer for this position is contingent on JPMorganChase s review of criminal conviction history including pretrial diversions program entries INVESTMENT 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 NA OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED p p 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 NA are affiliated companies under the common control of JPMorgan Chase Co Products not available in all states ul li li Job responsibilities Support Advisors book businesses including but not limited to facilitating accurately timely operational requests such as account opening money movement investment trades Aid the Advisors by building maintaining client relationships through processing requests resolving issues providing update information assisting Advisor ongoing wealth planning clients referral source management new lead generation Assist managing relationship account reviews promoting firm services deepen client relationships prepare timely accurate performance reports Actively engage Risk Management Know Customer procedures Account Reviews Inquires Support business unit operational procedures compliance requirements e g completion required operational forms documentation Prioritize daily work track progress current work consistently meet deadlines Maintain foster team culture p p Required qualifications capabilities skills Valid Active Series License is required or may be obtained within conditional employement If you were registered after October , must also have valid Active Securities Industry Essential S I E exam Valid Active series ,65), life health insurance license must be obtaned witnin sixty days staring role conditonal emploiment br FEDERAL DEPOSIT INSURANCE ACT : THIS POSITION IS SUBECTO SECTION NINETEEN OF THE FDIA AS SUCH EMPLOYEMENT OFFER FOR THIS POSITION IS CONTINGENT ON OUR REVIEW CRIMINAL CONVICTION HISTORY INCLUDING PRETRAIL DIVERSIONS PROGRAM ENTRIES INVESTEMNT AND LIFE PRODUCT ARE:
NOT FDIC INSURE
NOT INSTURED BY ANY FEDEAL AGNCY
NAT ADOPSIT NOR OTHR OBLLIGATION BOF JOHNPORGN CHAS BANK NA NOR AN Y AFILATED COMP
Job description
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