Private Client Investment Associate — Wealth Management Support
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Services
JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Irvine, CA to provide client service and operational support within Wealth Management, partnering with Private Client Advisors to deliver tailored investment solutions.
The role involves processing account openings, money movements, trades, and preparing performance reports while adhering to risk and regulatory standards. Candidates should hold or be eligible for required licenses (Series 7, SIE, Series 66, Life and Health)
We are currently recruiting a Private Client Investment Associate — Wealth Management Support for our team in Irvine, CA, United States.
Our organisation is growing, and we are hiring a Private Client Investment Associate — Wealth Management Support in Irvine, CA, United States.
This position is for the Private Client Investment Associate — Wealth Management Support role at JPMorgan Chase & Co.
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