Private Client Investment Associate — Wealth Management Support

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Irvine, CA to provide client service and operational support within Wealth Management, partnering with Private Client Advisors to deliver tailored investment solutions.

The role involves processing account openings, money movements, trades, and preparing performance reports while adhering to risk and regulatory standards. Candidates should hold or be eligible for required licenses (Series 7, SIE, Series 66, Life and Health)

Qualifications

• Active Series 7 license (or obtained within 60 days)
• SIE exam current or obtained if registered after 2018
• Series 66 (63/65) and Life/Health licenses within 60 days of starting

Responsibilities

• Support Advisors book of business with account openings, money movement and trades
• Build and maintain client relationships and assist with wealth planning
• Prepare performance reports and assist in relationship/account reviews
• Engage in risk management and KYC procedures
• Support compliance forms and documentation
• Prioritize daily work and meet deadlines
• Foster team culture

Skills

Series 7 license

SIE exam

Series 66

Life and Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Irvine, CA to provide client service and operational support within Wealth Management, partnering with Private Client Advisors to deliver tailored investment solutions.

The role involves processing account openings, money movements, trades, and preparing performance reports while adhering to risk and regulatory standards. Candidates should hold or be eligible for required licenses (Series 7, SIE, Series 66, Life and Health)