JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Huntington, NY
Huntington, NY · Full-time · Posted Oct 19, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping meet clients’ investment and wealth-planning needs.
What you'll do
- Process account openings, money movement, trades, and other operational requests; resolve client issues and maintain relationships.
- Assist with wealth planning, relationship and account reviews, referral-source management, and lead generation; prepare performance reports.
- Support risk management, Know Your Customer procedures, and operational and compliance requirements while 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, a valid and active SIE exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 120 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative