Wealth Management: Private Client Investment Associate

Next Frontier Capital; Orlando (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

J.P. Morgan Chase in Orlando is seeking a Private Client Investment Associate to provide client service, operational support to Private Client Advisors within Wealth Management, and to help grow client relationships.

You will process account openings, money movements, and trades, assist with wealth planning, referrals, and performance reporting while ensuring risk controls and regulatory compliance are followed. This role offers a dynamic, client‑focused environment.

Qualifications

• Active Series 7 license required or may be obtained within 120 days of employment.
• Must have/obtain SIE exam if registered after Oct 1, 2018.
• Must obtain Series 66 (63/65) and Life & Health licenses within 120 days of start.

Responsibilities

• Support Advisors book of business with account openings, money movements and trades.
• Build client relationships and assist with wealth planning and referrals.
• Manage relationship and account reviews, and prepare performance reports.
• Engage in risk management procedures including KYC and account reviews.
• Support compliance and operational procedures and documentation.
• Prioritize daily work and meet deadlines while fostering team culture.

Skills

Client service

Relationship building

Operational support

Education

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in Orlando is seeking a Private Client Investment Associate to provide client service, operational support to Private Client Advisors within Wealth Management, and to help grow client relationships.

You will process account openings, money movements, and trades, assist with wealth planning, referrals, and performance reporting while ensuring risk controls and regulatory compliance are followed. This role offers a dynamic, client‑focused environment.