JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Bloomfield Hills, MI
Bloomfield Hills, MI · Full-time · Posted Oct 26, 2026
About the job
Provides client service and operational, marketing, and administrative support to Private Client Advisors in J.P. Morgan Wealth Management.
What you'll do
- Process account openings, money movement, investment trades, and other client requests accurately and promptly.
- Support client relationships, account reviews, wealth planning, referral source management, and lead generation; prepare performance reports.
- Participate in risk management and support operational procedures and regulatory compliance.
What they ask for
- Valid and active Series 7 license, or ability to 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 within 120 days of starting.
- Obtain a Life and Health Insurance license within 120 days of starting.
Model-written summary · the original posting is authoritative