JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Brookfield, WI
Brookfield, WI · Full-time · Posted Sep 23, 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, investment trades, and other client requests accurately and promptly.
- Support client relationships, wealth planning, account reviews, performance reporting, referral management, and lead generation.
- Complete risk-management, operational, and compliance procedures, while tracking 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) and Life and Health Insurance license within 120 days of starting.
Pay
$25.25-$34.62 USD base salary
Model-written summary · the original posting is authoritative