JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Manhattan, NY
New York, NY · Full-time · Posted Oct 29, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client requests, relationships, and wealth-planning activities.
What you'll do
- Process account openings, money movement, investment trades, and other operational requests accurately and on time.
- Support client relationships and wealth planning by resolving issues, assisting with account reviews, preparing performance reports, and supporting lead generation.
- Follow risk management, Know Your Customer, operational, and compliance procedures while prioritizing work and meeting deadlines.
What they ask for
- Valid and active Series 7 license, or 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 and Life and Health Insurance license within 60 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative