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Financial Services Financial Consultant

Private Client Wealth Management Associate

Job in Napa, Napa County, California, 94559, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Investment Associate to deliver exceptional client service and operational support. Responsibilities include managing operational requests such as account openings and trades while ensuring compliance with regulatory requirements. Candidates must possess or be willing to obtain necessary licenses, including Series 7 and 66, within specified time frames. This role emphasizes relationship building with clients and teamwork in a dynamic environment.
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Position Requirements
10+ Years work experience
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