JPMorgan Chase
USPB - AWM Analyst - Orange County
$100K–$110K
Irvine, CA · Full-time · Posted Sep 28, 2026
- Experience
- No more than two years of work experience following completion of undergraduate program.
- Education
- Bachelor’s degree with a minimum overall GPA of 3.2.
About the job
Supports private banking teams in developing tailored financial strategies and recommendations for clients, while building experience across wealth management services.
What you'll do
- Develop customized financial strategies and recommendations for prospective and existing clients.
- Prepare pitch books and meeting materials; research client inquiries and manage follow-up communications.
- Analyze client balance sheets and investment objectives, conduct research, and support product development and prospecting.
What they ask for
- Bachelor’s degree with a minimum overall GPA of 3.2.
- No more than two years of work experience following completion of undergraduate program.
- Demonstrated aptitude for sales and client relationship management.
Nice to have
- Superior multi-tasking and organizational skills; excellent communication skills and poise giving presentations.
- Genuine interest in financial markets and macro-level economic trends; ability to use quantitative and qualitative resources to assess complex financial situations.
Pay
USD 100,000.00-$110,000.00 base salary
Model-written summary · the original posting is authoritative