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Wealth Management Investment Associate

Job in Delafield, Waukesha County, Wisconsin, 53018, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in Delafield, WI, seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support and ongoing wealth planning assistance to Private Client Advisors.

You will handle account openings, money movements, investment trades and client inquiries while maintaining strict risk controls and building trusted client relationships.

We would love to welcome a new Wealth Management Investment Associate to our group in Delafield, WI, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Investment Associate role in the description above.

We appreciate your interest in this position.

Join JPMorgan Chase & Co. and contribute to our ongoing work.

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

Position Requirements
10+ Years work experience
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