Private Client Wealth Associate

JPMorganChase; Irvine (CA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

JPMorganChase in Irvine, CA is seeking a wealth management support professional to back Advisors with account openings, money movements and trades, while delivering proactive client service.

You will help deepen client relationships, prepare performance reports, participate in risk controls, and ensure regulatory and internal compliance. Series 7 and related licenses are required; role offers growth and comprehensive benefits.

Formación

• Valid and active Series 7 license required or may be obtained within 60 days of employment.
• If registered after Oct 1, 2018, you must have a valid and active SIE exam.
• A valid Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of starting in the role.

Responsabilidades

• Support Advisors book of business with operational requests (account openings, money movement, trades).
• Assist Advisors by building client relationships, processing requests, resolving issues, and providing up-to-date information.
• Assist in client reviews, promote firm services, and prepare performance reports.
• Engage in risk management and KYC procedures, account reviews, and inquiries.
• Support procedures and compliance requirements (forms and documentation).
• Prioritize daily work, track progress, and meet deadlines.

Conocimientos

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Descripción del empleo

JPMorganChase in Irvine, CA is seeking a wealth management support professional to back Advisors with account openings, money movements and trades, while delivering proactive client service.

You will help deepen client relationships, prepare performance reports, participate in risk controls, and ensure regulatory and internal compliance. Series 7 and related licenses are required; role offers growth and comprehensive benefits.