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Wealth Management Financial Services Financial Advisor

Wealth Management: Private Client Investment Associate

Job in Lima, Allen County, Ohio, 45807, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Investment Associate for their Wealth Management division. This role involves providing client service and operational support to Private Client Advisors, building relationships, and managing compliance requirements. The ideal candidate must possess or be able to obtain necessary licenses within a specified timeframe. Strong organizational skills and the ability to work in a team-oriented environment are essential.
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Position Requirements
10+ Years work experience
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