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Wealth Management Financial Advisor

Private Client Wealth Associate — Invest & Service

Job in Lakewood, Pierce County, Washington, 98496, USA
Listing for: JPMorganChase
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm located in Lakewood, Washington, seeks a Private Client Investment Associate. This role involves providing client service and operational support to Wealth Management Advisors, managing client relationships, and ensuring compliance with firm procedures. Candidates must have a valid Series 7 license and a strong commitment to client service. The position offers a competitive benefits package and equity recognition for individual contributions.
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Position Requirements
10+ Years work experience
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