JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Oak Park, IL
Oak Park, IL · Full-time · Posted Sep 10, 2026
About the job
Provides operational, client-service, and administrative support to Private Client Advisors, handling account requests and helping maintain client relationships and meet compliance requirements.
What you'll do
- Process account openings, money movements, investment trades, and other client requests accurately and promptly.
- Support client relationship building, account reviews, wealth planning, referral management, and performance reporting.
- Participate in risk management and support operational procedures and regulatory compliance.
What they ask for
- Valid and active Series 7 license, or obtain it within 120 days of employment.
- If registered after October 1, 2018, valid and active Securities Industry Essentials (SIE) exam.
- Obtain a valid and active Series 66 (or 63/65) and Life and Health Insurance license within 120 days of starting.
Pay
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative