Wealth Management: Private Client Investments Associate

Aumni; Irvine (CA); Sur place; USD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health benefits

On-site health centers

Retirement savings plan

Résumé du poste

J.P. Morgan Chase is hiring a Private Client Investment Associate to provide client service and operational support within Wealth Management. You will assist Private Client Advisors with daily requests, trades, and client communications, helping deepen client relationships and manage wealth planning activities.

The role emphasizes risk management, regulatory compliance, and timely processing of requests, while maintaining strong team culture and service standards across clients.

Qualifications

• Active securities licenses required or must be obtained within 60 days of employment.
• SIE exam required if registered after Oct 1, 2018.
• Life and Health Insurance license must be obtained within 60 days of starting.

Responsabilités

• Provide client service and operational support to Private Client Advisors.
• Process account opening, money movement and investment trades timely and accurately.
• Assist with wealth planning, referrals, and new lead generation.
• Support relationship reviews and prepare performance reports.
• Engage in risk management and Know Your Customer procedures.
• Ensure compliance with operational forms and documentation.

Connaissances

Series 7 license

SIE exam

Series 66 (63/65) license

Life and Health Insurance license

Description du poste

J.P. Morgan Chase is hiring a Private Client Investment Associate to provide client service and operational support within Wealth Management. You will assist Private Client Advisors with daily requests, trades, and client communications, helping deepen client relationships and manage wealth planning activities.

The role emphasizes risk management, regulatory compliance, and timely processing of requests, while maintaining strong team culture and service standards across clients.