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Wealth Management: Private Client Investment Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-01
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Private Client Investment Associate in New York. This role involves providing client service and operational marketing support to Private Client Advisors within Wealth Management. The ideal candidate will help manage client relationships and facilitate operational requests while ensuring compliance with required procedures. A valid Series 7 license within 120 days and, for some, a Securities Industry Essential exam are mandatory.
This position promises a dynamic work environment focused on client satisfaction.
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Position Requirements
10+ Years
work experience
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