Private Client Wealth Associate — Investment & Solutions

Testing Site - JPMC; Westerville (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. You will handle account openings, money movement and trades, and assist with wealth planning for clients and referrals.

You will support relationship management, prepare performance reports, and help ensure compliance, risk management, and timely execution of requests while maintaining team culture.

Qualifications

• Private Client Investment Associate requires strong client service and compliance focus.
• Must be prepared to obtain required licenses within specified timelines.
• Good communication and ability to support Advisors with wealth planning activities.

Responsibilities

• Support Advisors with book of business, account openings, money movement and trades.
• Assist in client relationship building and referrals through responsive service.
• Prepare performance reports and assist with risk management and compliance.
• Support reviews and maintain timely execution of requests and documentation.
• Contribute to team culture and meet daily deadlines.

Skills

Client service

Relationship management

Regulatory compliance

Education

Series 7/120 days

SIE exam

Series 66/63-65

Life and Health Insurance license

Job description

J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. You will handle account openings, money movement and trades, and assist with wealth planning for clients and referrals.

You will support relationship management, prepare performance reports, and help ensure compliance, risk management, and timely execution of requests while maintaining team culture.