JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA
San Francisco, CA · Full-time · Posted Oct 22, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client accounts and relationships.
What you'll do
- Process account openings, money movement, investment trades, and other client requests; resolve issues and provide current information.
- Assist with wealth planning, relationship and account reviews, performance reports, referral-source management, and lead generation.
- Support risk management, Know Your Customer procedures, operational documentation, compliance, and timely completion of daily work.
What they ask for
- Valid and active Series 7 license, or obtain it within 60 days of employment.
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 60 days of starting.
Pay
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative