JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
Westerville, OH · Full-time · Posted Oct 12, 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 and regulatory compliance.
What you'll do
- Process account openings, money movement, investment trades, and other client requests accurately and promptly.
- Support client relationship management through account reviews, performance reports, issue resolution, and promotion of firm services.
- Participate in risk management and support operational procedures and compliance requirements.
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 valid and active Series 66 (63/65) and Life and Health Insurance licenses within 120 days of starting.
Model-written summary · the original posting is authoritative