JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH
Columbus, OH · Full-time · Posted Oct 27, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client requests and relationships while supporting risk management and compliance.
What you'll do
- Process account openings, money movement, investment trades, and other client requests accurately and promptly.
- Assist Advisors with client relationships, wealth planning, account reviews, performance reports, referrals, and new lead generation.
- Support risk management, business-unit procedures, compliance documentation, and daily workflow.
What they ask for
- Valid and active Series 7 license, or ability to obtain it within 120 days of employment.
- If registered after October 1, 2018, valid and active SIE exam.
- Obtain a valid and active Series 66 (63/65) license within 120 days of starting.
- Obtain a Life and Health Insurance license within 120 days of starting.
Model-written summary · the original posting is authoritative