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Wealth Management Associate: Client Services & Investments

Job in Cerritos, Los Angeles County, California, 90703, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Investment Associate in Cerritos, California. This role requires you to support Advisors by managing operational requests like account openings and trades while building strong client relationships. You must hold or obtain a Series 7 license within 60 days and a Series 66 license within 120 days of hire. Join a dynamic team committed to exceptional client service and a diverse work environment.

Competitive salary and extensive benefits are offered.
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Position Requirements
10+ Years work experience
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