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Financial Services Financial Advisor

Wealth Management Client Services Associate

Job in Sugar Land, Fort Bend County, Texas, 77479, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Texas is looking for a Private Client Investment Associate to support client service and operational needs for Wealth Management. The role involves facilitating account operations, building client relationships, and ensuring compliance with various financial regulations. Candidates must hold a Series 7 license and be able to complete additional licenses within 60 days of employment.

This position offers an opportunity to develop a career in a dynamic financial environment.
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Position Requirements
10+ Years work experience
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