Private Client Wealth Associate - Investments & Service

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco seeks a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service, operational requests, and wealth planning assistance.

The role emphasizes accurate account operations, risk awareness, regulatory compliance, and strong client relationships to deepen engagement and drive informed investment decisions.

Qualifications

• A valid and active Series 7 license is required or must be obtained within 60 days.
• If registered after Oct 1, 2018, a valid SIE exam is also required.
• A valid Series 66 (63/65) and Life & Health Insurance license must be obtained within 60 days.

Responsibilities

• Support Advisors with book of business including account openings, money movement and trades.
• Build and maintain client relationships through processing requests and resolving issues.
• Assist in wealth planning for clients and referral source management.
• Manage relationship and account reviews; prepare performance reports.
• Ensure risk management, Know Your Customer procedures, and compliance tasks.

Skills

Client service

Relationship management

Communication

Regulatory compliance

Risk awareness

Job description

JPMorgan Chase & Co. in San Francisco seeks a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service, operational requests, and wealth planning assistance.

The role emphasizes accurate account operations, risk awareness, regulatory compliance, and strong client relationships to deepen engagement and drive informed investment decisions.