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Financial Advisor Wealth Management Financial Services

Private Client Investment Associate — Wealth Management

Job in West Palm Beach, Palm Beach County, Florida, 33412, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent financial institution in Florida seeks a Private Client Investment Associate to provide client service and operational support to Advisors in Wealth Management. This role involves facilitating account openings, managing client relationships, and ensuring compliance with operational procedures. Candidates must obtain necessary licenses, including Series 7 and 66, within 60 days. Join a team dedicated to delivering exceptional service while fostering relationships and prioritizing client needs.
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Position Requirements
10+ Years work experience
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