Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Investment Associate — Grow Client Wealth

JPMorgan Chase & Co.

JPMorgan Chase & Co. in Oklahoma City is hiring a Private Client Investment Associate to provide client service and operational support to Private Client Advisors. Key responsibilities include facilitating account operations and building client relationships while engaging in risk management. A valid Series 7 license is mandatory, along with obtaining additional licenses within 60 days. The role also includes a competitive salary and comprehensive benefits package. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Investment Associate — Grow Client Wealth in Oklahoma City, OK vacancy
  •  ...have an enthusiasm for helping our clients, taking care of our employees,...  ...and inclusion. Using a broad investment product and thought leadership platform...  ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... 
    Suggested

    Fairygodboss

    Oklahoma City, OK
    2 days ago
  •  ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 
    Suggested

    JPMorgan Chase

    Oklahoma City, OK
    1 day ago
  • Fairygodboss is seeking a Private Client Investment Associate in Oklahoma City to support Private Client Advisors within Wealth Management. You will manage client service, operational marketing, and administrative tasks to facilitate investment solutions for our high-value... 
    Suggested

    Fairygodboss

    Oklahoma City, OK
    2 days ago
  • $25 - $44 per hour

    Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Oklahoma City, OK
    2 days ago
  •  ...seeking a Financial Services Professional in Massachusetts. You'll provide personalized financial guidance, lead workshops, and help clients implement financial strategies while building long-term client relationships. With an industry-leading development program, you... 
    Suggested

    New York Life - Rob Ward

    Oklahoma City, OK
    4 days ago
  • $25 - $26.5 per hour

    A leading financial institution is seeking an Investment Assistant II to support Wealth Advisors by acting as a client liaison and managing appointments. This role requires a High School Diploma or GED, strong communication skills, and experience in financial services,... 
    Hourly pay

    Citizens Bank

    Oklahoma City, OK
    2 days ago
  • Stride Bank, N.A. is seeking a Wealth Advisor in Oklahoma City to manage client relationships and provide high-level financial planning services. The advisor will identify investment opportunities and analyze data to create financial plans tailored to clients’ goals. With... 

    Stride Bank, N.A.

    Oklahoma City, OK
    1 day ago
  • TD Wealth is seeking a Financial Advisor in the North Andover, MA area. The role focuses on providing personalized financial planning guidance and investment recommendations to TD Wealth clients, while serving as the primary contact for client relationships. The position... 

    TD

    Oklahoma City, OK
    2 days ago
  • Stride Bank Na in Oklahoma City seeks a Wealth Advisor to foster client relationships, identify strategic investment opportunities, and drive financial planning by analyzing client data to build robust plans aligned with goals. The role emphasizes fiduciary service, regular... 

    Stride Bank Na

    Oklahoma City, OK
    13 hours ago
  •  ...seeking a Financial Advisor for a full-time position in West Tisbury, MA. The role involves developing client relationships and promoting financial planning and investment solutions for both families and institutions. Ideal candidates will possess a Bachelor's degree,... 
    Full time

    Martha's Vineyard Bank

    Oklahoma City, OK
    1 day ago
  •  ...Areas of Interest: Wealth Management Pay Transparency...  ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA...  ...and Cavanal Hill Investment Management, Inc. BOKF,...  ...to the right place to grow your career. The Senior...  ...services to high net worth clients and businesses. Team... 
    Local area

    BOK Financial

    Oklahoma City, OK
    4 days ago
  • BOK Financial is seeking a Senior Private Wealth Banker to manage a portfolio of high-net-worth clients in Oklahoma City. This role involves complex loan management,...  ...of lending practices are essential. Join us to grow your career in finance! #J-18808-Ljbffr BOK Financial

    BOK Financial

    Oklahoma City, OK
    13 hours ago
  •  ...Our client is a fast-growing independent financial services practice based in...  ...They provide comprehensive wealth management services that cover...  ...financial planning, investment management, estate planning...  ...Advisor and Client Service Associate to support the delivery of... 

    Lead Advisor

    Oklahoma City, OK
    7 days ago
  • gpac is seeking a Wealth Advisor Hiring Manager to lead a high‑performing team focused on growing and managing wealth portfolios. This leadership role involves coaching, recruiting, budgeting, and acting as a back‑up to the Wealth Strategist within a climate‑controlled... 
    Work at office

    gpac

    Edmond, OK
    13 hours ago
  • $25 - $44 per hour

    Bank of America is hiring for a client service support role at Merrill Wealth Management. This position focuses on providing excellent client service while working closely with multiple Financial Advisors to address client needs. The ideal candidate will be client-centric... 
    Hourly pay

    Bank of America

    Oklahoma City, OK
    2 days ago
  • eNL Legal in Berkshire, hybrid role, seeks a Private Client Solicitor with 6+ PQE to manage probate matters and support a growing legal team. You will work with the Head of Legal and collaborate with sales, product and operations to innovate probate service delivery. The... 

    eNL Legal

    Oklahoma City, OK
    13 hours ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment...  ...Type Privately Held About the Role...  ...ambitious and want to grow their careers within a sophisticated, client-first advisory... 

    Confidential

    Oklahoma City, OK
    13 hours ago
  • $72.2k - $101.98k

     ...environment, and our associates dedicate thousands of...  ...Chart your own path and grow your career while helping...  ...Yourself. The Wealth Advisor is an essential...  ...member of a dedicated client practice team servicing...  ...alongside your advisory team Investment management: recommend,... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower

    Oklahoma City, OK
    1 day ago
  •  ...leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role. Qualifications Dedication to...  ...lifestyle, and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize... 
    Work from home
    Flexible hours

    Medium

    Edmond, OK
    2 days ago
  • $20 - $22.36 per hour

    The Cape Cod Five Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising customers on financial products, performing banking transactions, and maintaining customer confidentiality. The ideal candidate will ...

    The Cape Cod Five Cents Savings Bank

    Oklahoma City, OK
    2 days ago
  • An established industry player is seeking a Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team...

    First United Bank and Trust

    Oklahoma City, OK
    13 hours ago
  • $15 - $18 per hour

     ...is seeking a motivated Customer Service Associate. This position offers a career development...  ...You will be the first point of contact for clients, handling administrative tasks while...  ...skills, attention to detail, and a desire to grow in the insurance industry. The starting... 
    Hourly pay

    A Combined Agency

    Edmond, OK
    4 days ago
  •  ...The Wealth Advisor is responsible for fostering new and existing client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust... 

    Stride Bank, N.A.

    Oklahoma City, OK
    13 hours ago
  •  ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy....  ...grids? Why am I limited by solutions that don't always fit my clients' needs? Why am I spending more time navigating bureaucracy than... 
    Remote work

    Wisepath Financial Group

    Edmond, OK
    1 day ago
  • Citizens Securities, Inc. is seeking an Investment Assistant II to support Wealth Advisors by handling client onboarding, service requests, and meeting preparation in a fast-paced environment. You will manage CRM, schedule client appointments, process cases, and ensure... 
    Flexible hours

    Citizens Bank

    Oklahoma City, OK
    2 days ago
  • Career Headhunter LLC is seeking a Wealth Advisor located in Edmond, Oklahoma. This role involves building comprehensive client relationships, offering advanced financial planning services, and developing referral networks. Offering remote or hybrid work models, the ideal... 
    Remote work

    Career Headhunter LLC

    Edmond, OK
    1 day ago
  •  ...Financial Solutions Advisor for its Merrill Wealth Management team in Oklahoma City. This...  ...your credentials while helping clients achieve their financial aspirations through...  ...skills. This includes providing valuable investment advice and nurturing client relationships... 
    Traineeship

    Bank of America

    Oklahoma City, OK
    13 hours ago
  • Career Headhunter LLC is seeking a Wealth Advisor in Oklahoma City. The role involves developing long-term client relationships and providing comprehensive financial planning services. Advisors are offered uncapped earning potential, leadership development opportunities... 

    Career Headhunter LLC

    Oklahoma City, OK
    1 day ago
  • A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The... 

    Empower

    Oklahoma City, OK
    1 day ago
  •  ...Advisor in Westborough, MA is seeking a Junior Wealth Advisor to support senior staff in...  ...quality financial guidance and an exceptional client experience. This career‑track role...  ...alongside Senior Advisors and a Client Service Associate, preparing plans, analyzing data, and... 

    Lead Advisor

    Oklahoma City, OK
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Investment Associate — Grow Client Wealth. Be the first to apply!