JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - South Richmond Hills, NY
South Richmond Hill, NY · Full-time · Posted Sep 17, 2026
About the job
Provides client service and operational, marketing, and administrative support to Private Client Advisors, handling account requests and helping maintain client relationships.
What you'll do
- Process account openings, money movements, investment trades, and other operational requests.
- Support client relationships, account reviews, wealth planning, referrals, and preparation of performance reports.
- 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 Essential (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.
Pay
USD $28.85-$39.90 base salary
Model-written summary · the original posting is authoritative