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Financial Services Financial Consultant

Wealth Management: Private Client Associate

Job in Bay Shore, Suffolk County, New York, 11706, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-03-09
Job specializations:
  • Finance & Banking
    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 multinational financial services company is seeking a Private Client Investment Associate to deliver exceptional client service and operational support. In this role, you will support Advisors in managing accounts, build client relationships, and ensure compliance with regulatory requirements. Candidates must hold or obtain a Series 7 license and participate in Risk Management processes. The position emphasizes strong attention to detail, task prioritization, and fostering a positive team environment.
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Position Requirements
10+ Years work experience
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