JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Mesa, AZ
Mesa, AZ · Full-time · Posted Oct 13, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping meet clients’ investment and wealth-planning needs.
What you'll do
- Process account-opening, money-movement, and investment-trade requests; resolve client issues and provide timely information.
- Assist with wealth planning, relationship and account reviews, performance reports, referral-source management, and lead generation.
- Support risk management, Know Your Customer procedures, operational documentation, compliance, and daily workflow tracking.
What they ask for
- Valid and active Series 7 license, or ability to obtain it within 60 days of employment.
- If registered after October 1, 2018, valid and active Securities Industry Essential (SIE) exam.
- Obtain a valid and active Series 66 (63/65) license within 60 days of starting.
- Obtain a Life and Health Insurance license within 60 days of starting.
Model-written summary · the original posting is authoritative