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Chase Wealth Management - Private Client Investment Associate- Upland - CA

Req #: 170118487
Location: Upland, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 500 US Dollar (USD)
As a Private Client Investment Associate, you will provide client service, operational, marketing and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management.

 

Key responsibilities include:

  • Supporting the Advisor(s) by building and maintaining client relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management
  • Supporting Advisor(s) through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation as well as preparing materials for client meetings
  • Help manage 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
  • Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Facilitate accurate and timely account set up, money movement and investment trades
  • Minimum  one year of financial services industry experience
  • At least two years of client relationship experience and proven ability to build lasting client relationships, internal partnerships and excel at client service
  • Knowledge of investments, insurance, bank products, financial planning and use of financial planning tools
  • Excellent interpersonal/communication and organizational skills
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to work in a fast paced professional environment with heavy phone-based customer interaction
  • Ability to manage and resolve difficult situations with clients
  • Ability to support multiple Advisors in multiple locations
  • Strong compliance record in prior position(s)
  • Proficiency in Word, Excel, and PowerPoint
  • College degree preferred
  • Series 7, Series 63 and 65 or Series 66 registration and the appropriate state Group 1 - Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
  • Ability to travel locally between branches as needed

**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.

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