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Private Client Wealth Associate

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Accounting & Finance, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Boca Raton is seeking an individual to support financial advisors. Responsibilities include processing operational requests, maintaining client relationships, and managing account reviews. The ideal candidate will require a Series 7 license and must obtain a Series 66 license within 60 days. The firm provides competitive compensation, inclusive of numerous benefits, reflecting its commitment to diversity and inclusion.
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Position Requirements
10+ Years work experience
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