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Wealth Management Analyst: Client Strategy & Engagement
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-13
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
JPMorgan Chase & Co. in Irvine, CA is seeking an entry-level sales associate to help deliver customized financial guidance to clients.
You will prepare pitch books, analyze balance sheets, and tailor recommendations that balance risk and return while collaborating with cross-functional teams. The role emphasizes developing expertise in proprietary models, researching client inquiries, and progressing with clients.
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