Wealth Management Client Solutions Associate

Aumni; La Mirada (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service, support to Private Client Advisors, and handle operational tasks across client accounts.

The role requires active securities licenses (Series 7, Series 66/63-65) or the ability to obtain them quickly, plus knowledge of compliance and risk controls, with opportunities for growth and comprehensive benefits.

Qualifications

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

Responsibilities

• Provide client service and operational support to Private Client Advisors within Wealth Management.
• Process account openings, money movements, and investment trades to support book of business.
• Assist in building client relationships through timely requests, issue resolution, and wealth planning support.

Skills

Series 7 license

SIE exam

Series 66

Life and Health Insurance

Job description

JPMorgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service, support to Private Client Advisors, and handle operational tasks across client accounts.

The role requires active securities licenses (Series 7, Series 66/63-65) or the ability to obtain them quickly, plus knowledge of compliance and risk controls, with opportunities for growth and comprehensive benefits.