JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate- Tempe, AZ
Tempe, AZ · Full-time · Posted Oct 19, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors in J.P. Morgan Wealth Management.
What you'll do
- Process account-opening, money-movement, and investment-trade requests; resolve client issues and provide timely information.
- Support wealth planning, relationship and account reviews, client referrals, lead generation, and performance reporting.
- Follow risk-management, operational, and compliance procedures, and manage daily work to meet deadlines.
What they ask for
- A valid and active Series 7 or Series 66 (63/65) license.
- If registered after October 1, 2018, a valid and active SIE exam is also required.
- Obtain a valid and active Series 7 or Series 66 (63/65), and a Life and Health Insurance license within 60 days of starting, as a condition of employment.
Model-written summary · the original posting is authoritative