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Financial Advisor Wealth Management

Wealth Management: Private Client Investment Associate

Job in Richardson, Dallas County, Texas, 75080, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Job Description & How to Apply Below
A global financial services firm is seeking a Private Client Investment Associate in Richardson, Texas. This role involves supporting Private Client Advisors with client service and operational tasks, such as account management and investment trades. Candidates must hold or be able to obtain Series 7 and 66 licenses, along with SIE and insurance licenses within 60 days of employment. This position emphasizes strong client relationship skills and compliance with company operational procedures.
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Position Requirements
10+ Years work experience
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