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Affluent Strategy & Cross-Channel Referrals Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-07
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in New York is seeking an Associate in Wealth Management focused on Affluent Strategy. You will manage initiatives to enhance relationships with affluent clients, primarily supporting Chase Wealth Management while collaborating with various teams. The ideal candidate will have over 2 years of experience in financial services, strong communication skills, and a proven ability to manage multiple work streams effectively.
This role offers competitive compensation and comprehensive benefits.
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Position Requirements
10+ Years
work experience
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