JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Columbus, OH
Columbus, OH · Full-time · Posted Oct 30, 2026
About the job
Provides operational, client relationship, wealth-planning, risk-management, and administrative support to Private Client Advisors and their clients.
What you'll do
- Process account openings, money movement, and investment trades; resolve client requests and issues.
- Support wealth planning, relationship and account reviews, referral management, lead generation, and performance reporting.
- Conduct risk and compliance activities, track work to deadlines, and contribute to team culture.
What they ask for
- Valid and active Series 7 or Series 66 (63/65).
- If registered after October 1, 2018, valid and active Securities Industry Essential (SIE) exam.
- Obtain the required Series 7 or Series 66 (63/65) and Life and Health Insurance license within 60 days of starting, as a condition of employment.
Model-written summary · the original posting is authoritative