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Wealth Management Financial Services

Wealth Management: Private Client Investment Associate

Job in Springfield, Sangamon County, Illinois, 62777, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests efficiently. The successful candidate will handle tasks that include account openings and investment trades while fostering client relationships. This role requires a Series 7 license, with additional licensing to be obtained within 120 days. A strong focus on risk management and compliance is essential, alongside the ability to maintain a positive team culture.
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Position Requirements
10+ Years work experience
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