Wealth Management Private Client Associate

JPMorgan Chase & Co.; La Mirada (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Associate for Wealth Management. You will provide client service, operational support, and administration for Private Client Advisors, helping with account openings, money movements, and trades.

You will assist in client relationships, ongoing wealth planning, and referral source management while ensuring compliance and timely processing of requests. This role emphasizes service excellence and risk awareness in a fast-paced environment.

Qualifications

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

Responsibilities

• Process insurance, investment and wealth management requests for client book of business.
• Assist Advisors with client relationships, referrals and lead generation.
• Prepare performance reports and support reviews and risk management procedures.

Skills

Series 7 license

SIE exam

Series 66 (63/65)

Life & Health license

Job description

J.P. Morgan Chase is seeking a Private Client Investment Associate for Wealth Management. You will provide client service, operational support, and administration for Private Client Advisors, helping with account openings, money movements, and trades.

You will assist in client relationships, ongoing wealth planning, and referral source management while ensuring compliance and timely processing of requests. This role emphasizes service excellence and risk awareness in a fast-paced environment.