JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Plymouth, MI
Plymouth, MI · Full-time · Posted Sep 8, 2026
About the job
Provides client service, operational support, and administrative assistance to Private Client Advisors, handling account transactions, client relationships, reviews, and risk and compliance procedures.
What you'll do
- Process account opening, money movement, investment trades, and other client requests accurately and promptly.
- Support client relationship management, account reviews, wealth planning, referrals, and performance reporting.
- Participate in risk management and support business-unit operations 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 and Life and Health Insurance license within 120 days of starting.
Model-written summary · the original posting is authoritative