JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Orlando, FL
Orlando, FL · Full-time · Posted Sep 18, 2026
About the job
Provides client service, 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 on time.
- Support client relationship building, wealth planning, referral management, lead generation, account reviews, and performance reporting.
- Follow risk management, Know Your Customer, operational, and compliance procedures while prioritizing work and meeting deadlines.
What they ask for
- Valid and active Series 7 license, or 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