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Wealth Management: Private Client Associate

Job in New York, New York County, New York, 10261, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Private Banking, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

J.P. Morgan in New York seeks a Private Client Investment Associate to provide client service and support to Private Client Advisors. Responsibilities include managing operational requests, fostering client relationships, and conducting account reviews.

The ideal candidate must obtain Series 7 and Series 66 licenses within 120 days and engage in risk management practices. A commitment to clients and teamwork is essential. Benefits include competitive compensation, health care, and a commitment to diversity and inclusion.

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Position Requirements
10+ Years work experience
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