Wealth Advisory Associate: Client Onboarding & Planning

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Client Associate for the JPMorgan Advisors team in the Palo Alto area. You will support Financial Advisors, deliver personalized wealth management solutions, and help build lasting relationships with ultra-high net worth clients.

Responsibilities include onboarding, account maintenance, investment recommendations, and collaboration with multiple teams. This role emphasizes client service, regulatory compliance, and growth within a global financial services

Qualifications

• Bachelor's degree or equivalent experience.
• Series 7 & 66 licenses upon hire or must obtain within 180 days from start date.
• Proactively identify and deliver appropriate solutions that address the needs of our clients.
• Ability to communicate effectively with clients and team members while maintaining professionalism.
• Self-starter with ability to work independently in a fast-paced environment.

Responsibilities

• Own the client onboarding and account maintenance for new and existing clients by collecting account-specific information, documents, and financials, and provide investment quotes.
• Interface with clients and Financial Advisors to make investment recommendations and execute equity trades, mutual fund orders, fixed income trades and private investments.
• Provide support across Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings.
• Perform daily administrative and operational duties supporting the Financial Advisors and clients, including money transfers, account maintenance, and portfolio review preparation.
• Serve as a liaison between Financial Advisor team, branch management, compliance and other business units.
• Support firm and regional initiatives and participate in local, national and technology team meetings.

Skills

Self-starter

Independent worker

Client communication

Problem solving

Education

Bachelor's degree or equivalent

Tools

Word

PowerPoint

Excel

Job description

JPMorgan Chase & Co. is seeking a Client Associate for the JPMorgan Advisors team in the Palo Alto area. You will support Financial Advisors, deliver personalized wealth management solutions, and help build lasting relationships with ultra-high net worth clients.

Responsibilities include onboarding, account maintenance, investment recommendations, and collaboration with multiple teams. This role emphasizes client service, regulatory compliance, and growth within a global financial services