J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
On-site · Westerville, Ohio, United States
Job Summary
Private Client Investment Associate within JPMorgan Wealth Management provides client service, operational support, and administrative assistance to Private Client Advisors. Responsibilities include facilitating operational requests (account opening, money movement, investment trades), building and maintaining client relationships, assisting with wealth planning and referral/source management, supporting risk management and compliance, preparing performance reports, supervising account reviews, and helping uphold team culture while prioritizing tasks and meeting deadlines.
Required Qualifications
- Series 7 license
- SIE exam
- Series 66 (63/65)
- Life and Health Insurance license must be obtained within 120 days of starting in the role
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