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Wealth Management Financial Services Financial Consultant

Wealth Management: Private Client Investment Associate

Job in Wilmette, Cook County, Illinois, 60091, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Consultant
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 institution is seeking a Private Client Investment Associate to provide essential operational and administrative support to Private Client Advisors. The role includes managing relationship tasks, facilitating operational requests, and ensuring risk management compliance. Candidates must have or be able to obtain several licenses, including a Series 7 and Series 66. This position emphasizes strong client service and relationship management skills within a supportive team culture.
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Position Requirements
10+ Years work experience
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