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Private Client Investment Associate — Wealth Management Impact
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-11
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This role includes managing account opening, investment trades, and building strong client relationships. Candidates should possess a Series 7 license and the ability to prioritize tasks while ensuring compliance with regulatory requirements. This position offers valuable experiences within the wealth management space, fostering a positive team environment.
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Position Requirements
10+ Years
work experience
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