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Wealth Management: Private Client Investment Specialist
Job in
Chardon, Geauga County, Ohio, 44024, USA
Listed on 2026-05-16
Listing for:
JPMorganChase
Full Time
position Listed on 2026-05-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Chase seeks a Private Client Investment Associate in Chardon, Ohio. The role involves providing client service, operational marketing, and administrative support within Wealth Management. Responsibilities include supporting Advisors' business operations, managing client relationships, and ensuring compliance with measures like Risk Management. Required qualifications include obtaining Series 7, Series 66, and SIE licenses within designated time frames. Comprehensive benefits package and commitment to employee welfare are included.
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