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Wealth Investment Associate: Build Portfolios & Clients
Job in
Riverside, Riverside County, California, 92504, USA
Listed on 2026-01-16
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking an Investment Associate to work closely with Financial Advisors in managing client portfolios and developing new business opportunities. The role involves advising on asset allocation, implementing investment strategies, and providing comprehensive support across various financial products. Ideal candidates will have 5 years of experience in Financial Services, relevant qualifications, and strong communication skills.
Join a dynamic team committed to client service in Riverside, California.
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Position Requirements
10+ Years
work experience
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