JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Brownstown Twp, MI
Brownstown Twp, MI · Full-time · Posted Aug 10, 2026
About the job
Provides client service and operational, marketing, and administrative support to Private Client Advisors, processing account needs and helping maintain wealth-management relationships.
What you'll do
- Process account openings, money movements, investment trades, and other client requests accurately and promptly.
- Support client and account reviews, prepare performance reports, and help Advisors maintain relationships and generate leads.
- Complete risk-management and compliance procedures, prioritize work, and meet deadlines.
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