JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Garden City, NY
Garden City, NY · Full-time · Posted Oct 7, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, including handling account needs and helping maintain client relationships.
What you'll do
- Process account openings, money movement, investment trades, and other operational requests; resolve client issues.
- Support wealth planning, relationship and account reviews, performance reporting, referral source management, and lead generation.
- Complete risk-management, Know Your Customer, compliance, and operational procedures while meeting deadlines.
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.
- Valid and active Series 66 (63/65) and Life and Health Insurance licenses, to be obtained within 120 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative