JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA
San Francisco, CA · Full-time · Posted Aug 18, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors in J.P. Morgan Wealth Management.
What you'll do
- Process account opening, money movement, trades, and other operational requests; resolve client issues and provide current information.
- Assist with wealth planning, relationship reviews, performance reporting, referral source management, and lead generation.
- Support risk management, Know Your Customer procedures, account reviews, compliance documentation, and daily workflow.
What they ask for
- A valid and active Series 7 license, or obtain it within 60 days of employment.
- If registered after October 1, 2018, a valid and active 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