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Wealth Management Client Associate

Chase

Join Chase as a Client Associate in Town of Florida, NY, where you'll deliver exceptional wealth management services to ultra-high net worth clients. This role requires managing client onboarding, providing personalized investment recommendations, and supporting Financial Advisors to meet client needs effectively. The position necessitates a Bachelor's degree and the Series 7 & 66 licenses. We reward our employees with competitive compensation, accessible health coverage, and generous benefits tailored to support your needs. Chase is committed to diversity and inclusion in the workplace, fostering an environment where all employees can thrive. #J-18808-Ljbffr

Vacancy posted 5 days ago
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