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Wealth Management: Private Client Associate
Job in
East White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-07-06
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
A leading global financial services firm in East White Plains is seeking a Private Client Investment Associate. You will deliver exceptional client service, facilitate investment trades, and assist Advisors in managing client relationships. The ideal candidate will hold a valid Series 7 license and be able to complete required training in a timely manner. This role emphasizes operational efficiency, client engagement, and compliance with regulatory requirements within a supportive team environment.
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Position Requirements
10+ Years
work experience
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