Wealth Management: Private Client Investment Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate in New York to deliver exceptional client service, support Private Client Advisors, and manage operational tasks including account openings, money movement, and trades.

The role emphasizes risk management, regulatory compliance, and maintaining strong client relationships while supporting advisors with wealth planning and client communication.

Qualifications

• Active Series 7 required or must be obtained within 120 days of employment.
• Active SIE exam required if registered after Oct 1, 2018.
• Series 66 (63/65) and Life/Health licenses must be obtained within 120 days of starting.

Responsibilities

• Support Advisors by handling operational requests such as account openings, money movement, and trades.
• Assist in client relationship building and wealth planning with referrals and lead generation.
• Manage account reviews and performance reporting for clients.

Skills

Series 7 license

SIE exam

Series 66

Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate in New York to deliver exceptional client service, support Private Client Advisors, and manage operational tasks including account openings, money movement, and trades.

The role emphasizes risk management, regulatory compliance, and maintaining strong client relationships while supporting advisors with wealth planning and client communication.