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Private Client Wealth Associate – Series

Job in Town of Brookfield, Waukesha County, Wisconsin, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Private Client Wealth Associate – Series 7 Ready
Location: Town of Brookfield

JPMorgan Chase & Co. in Wisconsin is seeking a Private Client Investment Associate within Wealth Management to deliver client service, support advisors, and help manage wealth planning activities.

The role requires active Series 7 license (or obtained within 120 days), SIE, Series 66 (63/65) and Life and Health Insurance licenses within 120 days. You will assist with account openings, trades, and risk management in a fast-paced team.

This posting is for the Private Client Wealth Associate – Series 7 Ready role at JPMorgan Chase & Co., based in Town of Brookfield, WI, United States.

We are looking to fill the Private Client Wealth Associate – Series 7 Ready position at JPMorgan Chase & Co. in Town of Brookfield, WI, United States.

The Private Client Wealth Associate – Series 7 Ready role at JPMorgan Chase & Co. is now open for applications in Town of Brookfield, WI, United States.

Position Requirements
10+ Years work experience
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