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Wealth Management Financial Advisor

Wealth Management Associate: Private Client Services

Job in Cerritos, Los Angeles County, California, 90703, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in California is seeking a Private Client Investment Associate to provide exceptional client service and support to Advisors. This role will require management of operational requests, fostering client relationships, and active participation in risk management procedures. The ideal candidate will hold or be willing to obtain necessary licenses within specified time frames. Competitive compensation and benefits expected in this dynamic environment.
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Position Requirements
10+ Years work experience
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