JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Bay Shore, NY
Bay Shore, NY · Full-time · Posted Oct 21, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client accounts and relationships.
What you'll do
- Process account openings, money movement, trades, and other operational requests; resolve client issues and provide current information.
- Support wealth planning, relationship and account reviews, referral management, lead generation, and performance reporting.
- Follow risk-management, Know Your Customer, documentation, compliance, and operational procedures while meeting deadlines.
What they ask for
- A valid and active Series 7 license, or ability to obtain it within 120 days of employment.
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 120 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative