Wealth Management: Private Client Solutions Associate

JPMorgan Chase & Co.; Vista (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in California is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support to Private Client Advisors.

You will process account openings, money movements, and trades, while helping deepen client relationships and support wealth planning activities. You'll assist in risk management, regulatory procedures, and performance reporting, ensuring timely execution, accuracy, and alignment with firm standards.

Qualifications

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

Responsibilities

• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
• Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
• Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
• Prioritize daily work, track progress for current work, and consistently meet deadlines
• Maintain and foster team culture

Skills

Series 7 license

SIE exam

Series 66 license (63/65)

Life and Health Insurance license

Job description

JPMorgan Chase & Co. in California is seeking a Private Client Investment Associate within Wealth Management to deliver client service and operational support to Private Client Advisors.

You will process account openings, money movements, and trades, while helping deepen client relationships and support wealth planning activities. You'll assist in risk management, regulatory procedures, and performance reporting, ensuring timely execution, accuracy, and alignment with firm standards.