Wealth Management: Private Client Investment Associate
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-02-28
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Ohio is seeking a Private Client Investment Associate. In this role, you will provide vital operational and support services for Private Client Advisors, focusing on client experience and relationship management. Responsibilities include handling operational requests, nurturing client relationships, and ensuring compliance with regulations. Candidates must possess a valid Series 7 license and commit to obtaining additional licenses within the specified timeframe.
This role is ideal for detail-oriented individuals seeking a dynamic environment.
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Position Requirements
10+ Years
work experience
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