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Wealth Management Client Associate – Fast-Track
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-01-19
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
A prominent financial services firm in Chicago is seeking a Client Associate to enhance wealth management services for ultra-high net worth clients. This role involves client onboarding, investment recommendations, and operational support in a collaborative environment. The ideal candidate holds a Bachelor's degree and has or will obtain Series 7 & 66 licenses. Strong communication skills and the ability to thrive in a fast-paced setting are essential.
Join us to make a significant impact on client financial well-being while enjoying a competitive rewards package and career advancement opportunities.
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Position Requirements
10+ Years
work experience
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