Business & FinanceEntry levelOn site
J.P. Morgan Wealth Management - Private Client Investment Associate - Westerville, OH
JPMorgan ChaseWesterville, OH
Posted Oct 12, 2026
What you’d do
Support Advisors by handling operational requests like account opening and trades, assist with client relationship management, prepare performance reports, and ensure compliance with risk management and firm procedures. Full-time role in Westerville, OH. Found on the employer's careers page on Oct 23, 2026. Apply through the link.
You’ll need
- Valid and active Series 7 license or obtain within 120 days
- Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018
- Experience supporting financial advisors
- Ability to manage operational and compliance tasks
- Full-time schedule
Our summary of the listing. The full listing has the details.