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Financial Services Financial Consultant Financial Advisor

Wealth Management: Private Client Associate

Job in Temecula, Riverside County, California, 92591, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Temecula, California is seeking a Private Client Investment Associate to deliver exceptional client service and operational marketing support. The role involves managing accounts, fostering client relationships, and ensuring compliance with Risk Management procedures. Candidates must obtain licenses such as Series 7, Series 66, and Life and Health Insurance to succeed in this position.

Join a collaborative team dedicated to providing high-quality financial solutions in a dynamic environment.
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Position Requirements
10+ Years work experience
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