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Financial Advisor Wealth Management

Wealth Management Client Services Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading global financial services firm is looking for a Private Client Investment Associate in Charlotte, NC. In this role, you will support Private Client Advisors by providing client service and administrative support, facilitating operational requests, and maintaining client relationships. Candidates must have a valid Series 7 license and be prepared to obtain additional licenses within 60 days of employment.

This is an excellent opportunity to grow your career in wealth management.
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Position Requirements
10+ Years work experience
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