JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Wheaton, IL
Wheaton, IL · Full-time · Posted Sep 16, 2026
About the job
Provides client service and operational, marketing, and administrative support to Private Client Advisors, including account transactions, relationship reviews, and risk and compliance processes.
What you'll do
- Process account openings, money movements, investment trades, and other client requests accurately and promptly.
- Support client relationships and wealth planning through issue resolution, account reviews, performance reports, and promotion of firm services.
- Follow risk management, operational, and regulatory procedures while prioritizing work and meeting deadlines.
What they ask for
- Valid and active Series 7 license, or obtain it within 120 days as a condition 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, as a condition of employment.
Pay
USD 26.93-$37.02 base salary
Model-written summary · the original posting is authoritative