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.
- ...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
- ...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
- 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
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...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
$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- 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...
- 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...
- 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...
- ...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
- ...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 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
- ...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...
- 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
$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- 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...
- ...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...
$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 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...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 homeFlexible hours
$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 ...- 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...
$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- ...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...
- ...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
- 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
- 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
- ...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
- 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...
- 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...
- ...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...
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!
- client account associate Oklahoma City, OK
- investment accountant Oklahoma City, OK
- property investment Oklahoma City, OK
- investment writer Oklahoma City, OK
- investment part time Oklahoma City, OK
- investment operations Oklahoma City, OK
- investment Oklahoma City, OK
- real estate investment Oklahoma City, OK
- investment strategist Oklahoma City, OK
- community investment Oklahoma City, OK

