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Wealth Management Associate: Private Client Investments

Job in Chandler, Maricopa County, Arizona, 85249, USA
Listing for: Aumni
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service and administrative support to Private Client Advisors within Wealth Management. The role focuses on facilitating account openings, fund movements and trades, while helping deepen client relationships.

Key qualifications include active Series 7 (or within 60 days), SIE if registered after , and Series 66 with Life & Health licenses within 60 days. Equal opportunity employer.

We have an opening for a Wealth Management Associate:
Private Client Investments in Chandler, AZ, United States within Finance, Sales.

Join Aumni and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Associate:
Private Client Investments role at Aumni, based in Chandler, AZ, United States.

Position Requirements
10+ Years work experience
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