Wealth Management Client Associate — UHNW Services
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-07-05
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Client Associate to assist Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. This role involves engaging with clients for account onboarding, maintenance, and ensuring compliance with policies.
The ideal candidate will hold a Bachelor's degree and have a proactive approach to problem-solving and client communication. The position also requires the successful obtaining of Series 7 & 66 licenses within 180 days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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