JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Orangeburg, NY
Orangeburg, NY · Full-time · Posted Oct 16, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping deliver investment solutions and manage client relationships.
What you'll do
- Process account openings, money movement, investment trades, and other operational requests accurately and promptly.
- Support client relationships, resolve issues, assist with wealth planning, and help manage referrals and new leads.
- Prepare performance reports and support account reviews, risk management, and operational compliance.
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, a valid and active Securities Industry Essential (SIE) exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 120 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative