JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Ann Arbor, MI
Ann Arbor, MI · Full-time · Posted Oct 15, 2026
About the job
Provides operational, client-service, and administrative support to Private Client Advisors, handling account requests and helping maintain client relationships.
What you'll do
- Process account openings, money movement, investment trades, and other operational requests accurately and promptly.
- Support client relationships through issue resolution, account reviews, wealth-planning assistance, and performance reports.
- Participate in risk management and support operational procedures and regulatory compliance.
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 valid and active Series 66 (63/65) and Life and Health Insurance licenses within 120 days of starting.
Model-written summary · the original posting is authoritative