JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate - La Mirada, CA
La Mirada, CA · Full-time · Posted Oct 13, 2026
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping meet clients’ investment and wealth-planning needs.
What you'll do
- Process account openings, money movements, investment trades, and other operational requests; resolve client issues and provide information.
- Support relationship and account reviews, promote firm services, prepare performance reports, and assist with wealth planning and lead generation.
- Carry out risk management, Know Your Customer procedures, and operational and compliance requirements while meeting deadlines.
What they ask for
- A valid and active Series 7 license, or ability to 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
$26.93-$37.02 USD base salary
Model-written summary · the original posting is authoritative