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Financial Advisor Financial Services Wealth Management

Wealth Management Associate: Private Client Services

Job in Torrance, Los Angeles County, California, 90504, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A prominent financial services firm in California is seeking a Private Client Investment Associate to deliver exceptional service to advisors and clients. This role involves managing account operations and facilitating client requests. The ideal candidate will be able to support wealth planning efforts and ensure compliance with risk management practices while maintaining strong relationships with clients. Licenses such as Series 7 and Series 66 will be required within a specified timeframe.

Opportunities exist for professional growth in a dynamic team environment.
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Position Requirements
10+ Years work experience
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