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Wealth Management Private Client Associate

Job in La Habra, Orange County, California, 90633, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. is looking for a Private Client Investment Associate in La Habra, California. In this role, you will provide exceptional client service and operational support to assist Private Client Advisors. You'll facilitate account operations, build client relationships, and manage compliance requirements.

The ideal candidate will have a Series 7 license and be prepared to obtain additional required licenses within the specified timeframe. This position offers a great opportunity to grow within a leading financial institution while ensuring strong client relationships and service excellence.

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Position Requirements
10+ Years work experience
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