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Wealth Management Client Associate
Job in
Wilmette, Cook County, Illinois, 60091, USA
Listed on 2026-09-01
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. in Wilmette, IL seeks a Private Client Investment Associate to support Private Client Advisors within Wealth Management. You will deliver client service, handle operational requests, and assist in wealth planning for client relationships.
Responsibilities include processing account openings, trades, referrals, and performance reporting, while maintaining risk controls and regulatory compliance. A Series 7 license and SIE are required or obtainable within 60 days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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