J.P. Morgan Wealth Management - Private Client Investment Associate - Windermere, Florida
JPMC Candidate Experience page — Windermere, FL
Posted: 2026-10-14
Job Description
• JPMorgan Chase is hiring a full-time Private Client Investment Associate in Windermere, FL; work mode is not specified.
• Provide client service, operational marketing, and administrative support to Private Client Advisors in Wealth Management.
• Process account openings, money movement, investment trades, client requests, relationship reviews, account reviews, and performance reports.
• Support wealth planning, referral-source management, new lead generation, Know Your Customer procedures, risk management, and compliance documentation.
• Series 7 is required or must be obtained within 120 days; Series 66 (63/65), Life and Health Insurance licenses, and an SIE exam where applicable are also required within the stated conditions.