JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Irvine, CA
Irvine, CA · Full-time · Posted Oct 13, 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 client account-opening, money-movement, and investment-trade requests; resolve issues and provide clients with timely information.
- Support wealth planning, relationship reviews, referral-source management, and lead generation; prepare performance reports and promote firm services.
- Complete risk-management activities, account reviews, and required operational and compliance documentation while tracking work and meeting deadlines.
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 SIE exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 60 days of starting.
Pay
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative