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At a glance
Private Client Investment Associate, entry level
What you will do
- Support account opening, money movement, investment trades
- Handle client requests and relationship management
- Assist risk management and compliance documentation
What they ask for
- Valid Series 7 license or obtain within 60 days
- SIE exam required if registered after Oct 2018
- Obtain Series 66 and Life & Health Insurance license within 60 days
Summarised by Banseog from the company's official posting. The official posting is the reference for conditions and details.
What the posting states
Only what the company's official posting says, in its own words.
- Education
- AssociateRequired
Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA JPMorganChase J.P.
- Equity
- MentionedMentioned
…paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achiev…
- Benefits
- MentionedMentioned
We also offer a range of benefits and programs to meet employee needs, based o…
Not stated in the posting: Experience · Work mode · Pay · Visa sponsorship · Language. Not stated does not mean not offered. Check the official posting.
Skills in the posting
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