Wealth Management: Private Client Investment Associate
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Services
J.P. Morgan Chase in New York is seeking a Private Client Investment Associate to provide client service, support to Private Client Advisors, and help with operational marketing and administrative tasks within Wealth Management.
The role requires securities licenses (Series 7, SIE if applicable, Series 66) and Life/Health licenses within 120 days, with a focus on maintaining client relationships, trade support, and risk-compliant servicing.
Step into the Wealth Management:
Private Client Investment Associate role at Next Frontier Capital in New York, NY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance.
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