Private Wealth Investment Associate

Aumni; Del Mar (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver high-touch client service, operational support, and coordination with Private Client Advisors.

You will handle account openings, money movement, investment trades, and regulatory processes while deepening client relationships and supporting wealth planning.

The role emphasizes risk management, accuracy, timely delivery, and teamwork within a collaborative culture.

Qualifications

• Requires active Series 7 license or within 60 days of employment.
• If registered after Oct 1, 2018, must have valid SIE exam.
• Must obtain Series 66 (63/65) and Life/Health Insurance licenses within 60 days of starting.

Responsibilities

• Provide client service and operational support to Private Client Advisors.
• Facilitate account openings, money movement and investment trades.
• Assist in client relationship management and wealth planning for clients and referrals.

Skills

Client service

Relationship building

Investment knowledge

Compliance awareness

Education

Series 7 license

SIE exam

Series 66 (63/65) license

Life & Health Insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver high-touch client service, operational support, and coordination with Private Client Advisors.

You will handle account openings, money movement, investment trades, and regulatory processes while deepening client relationships and supporting wealth planning.

The role emphasizes risk management, accuracy, timely delivery, and teamwork within a collaborative culture.