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Private Client Investment Associate: Build Wealth & Trust
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-10-07
Listing for:
JPMorganChase
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Chase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk management, and promoting firm services. Candidates must have or be willing to obtain a Series 7 license within 60 days, along with other relevant securities licenses. A competitive benefits package and a commitment to diversity and inclusion are offered.
The Private Client Investment Associate:
Build Wealth & Trust position in the Finance field is open for applications. Our group is growing, and we are hiring a Private Client Investment Associate:
Build Wealth & Trust in Walnut Creek, CA, United States. This opening is for the Private Client Investment Associate:
Build Wealth & Trust role at JPMorgan
Chase.
Position Requirements
10+ Years
work experience
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