Wealth Management: Private Client Investment Associate

JP Morgan Chase; Irvine (CA); On-site; USD 43,000 - 45,000; Full time

Job summary

J.P. Morgan Wealth Management in Irvine, CA is seeking a Private Client Investment Associate to provide client service and operational support for Private Client Advisors.

This role will handle account openings, money movement, and investment trades while maintaining client relationships and assisting with ongoing wealth planning. You will ensure compliance, risk management, and timely processing of requests, with a focus on delivering exceptional client service and maintaining strong workplace

Qualifications

• Valid and active Series 7 license OR a valid and active Series 66 (63/65).
• If registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam.
• A valid and active Series 7 OR valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Support Advisors book of business including facilitating account openings, money movement and investment trades.
• Assist in building and maintaining client relationships through processing requests and resolving issues; provide wealth planning support and lead generation.
• Manage relationship and account reviews; prepare performance reports and promote firm services to deepen client relationships.

Skills

Series 7 license

Series 66 license

SIE exam

Life and Health Insurance license

Job description

J.P. Morgan Wealth Management in Irvine, CA is seeking a Private Client Investment Associate to provide client service and operational support for Private Client Advisors.

This role will handle account openings, money movement, and investment trades while maintaining client relationships and assisting with ongoing wealth planning. You will ensure compliance, risk management, and timely processing of requests, with a focus on delivering exceptional client service and maintaining strong workplace