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Private Client Investment Associate - Wealth Planning & Ops
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-02-16
Listing for:
JPMorganChase
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Westerville is looking for a Private Client Investment Associate to support Advisors with operational marketing and client service activities. Responsibilities include managing client requests, risk management, and compliance with procedures. Candidates must hold valid Series 7 and Series 66 licenses. This role is integral for fostering client relationships and enhancing team culture, offering competitive rewards and benefits for well-qualified individuals.
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Position Requirements
10+ Years
work experience
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