JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA
Walnut Creek, CA · Full-time · Posted Oct 26, 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 openings, money movements, investment trades, and other client requests accurately and on time.
- Support client relationships, wealth planning, referral management, and lead generation; prepare performance reports and assist with account reviews.
- Complete risk-management, Know Your Customer, operational, and compliance procedures 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
$28.85-$39.90 USD base salary
Model-written summary · the original posting is authoritative