Private Client Investment Associate — Wealth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
-
Sales
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York seeks a Private Client Investment Associate to provide exceptional service and support to Private Client Advisors. Responsibilities include assisting with account operations, ensuring regulatory compliance, and managing client relationships effectively. The ideal candidate must have or obtain a Series 7 license and demonstrate strong organizational skills in a fast-paced environment. This role promotes the firm’s services to enhance client relationships and requires a commitment to maintain a positive team culture.
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Position Requirements
10+ Years
work experience
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