JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Chicago, IL
Chicago, IL · Full-time · Posted Oct 30, 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 movements, trades, and other client requests; resolve issues and maintain client relationships.
- Support wealth planning, relationship and account reviews, performance reporting, referral-source management, and lead generation.
- Carry out 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 ability to obtain it within 60 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, or ability to obtain them within 60 days of starting.
Pay
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative