JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Saint Charles, IL
Saint Charles, IL · Full-time · Posted Sep 17, 2026
About the job
Provides client service and operational, marketing, and administrative support to Private Client Advisors, handling account requests and helping maintain client relationships and regulatory compliance.
What you'll do
- Process account openings, money movement, investment trades, and other client requests accurately and promptly.
- Support client relationship and account reviews, prepare performance reports, and help Advisors with wealth planning and lead generation.
- Participate in risk management and support business-unit operations 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 Essentials (SIE) exam.
- Obtain a valid and active Series 66 (or 63/65) and Life and Health Insurance license within 120 days of starting.
Pay
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative