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Wealth Management

Wealth Management: Private Client Investment Associate

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Investment Associate to support Portfolio Advisors by providing client service and operational assistance. The role involves building client relationships, managing operational requests, and prioritizing tasks to meet deadlines. Candidates must have a valid Series 7 license (or obtain it within 60 days) and the ability to perform risk management tasks.

The firm offers a competitive rewards package including salary and benefits.
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Position Requirements
10+ Years work experience
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