Private Client Wealth Investment Associate

Fairygodboss; Palm Springs (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate within Wealth Management to provide client service and administrative support to Private Client Advisors.

You will assist with wealth planning, reviews, and regulatory compliance while delivering exceptional service and maintaining risk controls. This role emphasizes accuracy, timely processing, and collaboration to deepen client relationships and support advisors.

Qualifications

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

Responsibilities

• Support Advisors' book of business: account openings, money movement, and trades.
• Assist Advisors by building client relationships and supporting wealth planning and lead generation.
• Help manage relationship and account reviews; prepare timely performance reports.
• Engage in risk management: Know Your Customer, account reviews and inquiries.
• Support procedural and compliance requirements for the business unit.
• Prioritize daily work, track progress, and meet deadlines.
• Maintain and foster team culture.

Skills

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Investment Associate within Wealth Management to provide client service and administrative support to Private Client Advisors.

You will assist with wealth planning, reviews, and regulatory compliance while delivering exceptional service and maintaining risk controls. This role emphasizes accuracy, timely processing, and collaboration to deepen client relationships and support advisors.