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Wealth Management Financial Services Financial Consultant Financial Advisor

Wealth Management Private Client Associate - Client Impact

Job in Lake Forest, Lake County, Illinois, 60045, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Investment Associate to provide operational support and client service to Wealth Management Advisors. Responsibilities include managing client relationships and supporting regulatory compliance within investment operations. The ideal candidate will require Series 7 and Series 66 licenses, with a focus on risk management and organizational skills. The role aims to deliver exceptional client experiences while promoting firm services in a dynamic team environment.
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Position Requirements
10+ Years work experience
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