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Wealth Management Financial Advisor Financial Services

Wealth Management Private Client Associate - Client Impact

Job in Fremont, Alameda County, California, 94537, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading investment firm in California seeks a Private Client Investment Associate to support advisors with operational requests and client relationship management. This role involves managing account reviews and risk procedures while ensuring compliance with business unit regulations. Candidates must have, or obtain within 60 days, valid Series 7 and Series 66 licenses. Join a dynamic team committed to excellence in client service and wealth management.
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Position Requirements
10+ Years work experience
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