UHNW Wealth Client Associate Solutions
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-02-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in Palo Alto is looking for a Client Associate to enhance client relationships and deliver personalized wealth management solutions. This role involves onboarding and maintaining client accounts, executing trades, and supporting Financial Advisors with administrative and operational tasks. Ideal candidates will possess a Bachelor's degree and Series 7 & 66 licenses or will obtain them shortly after hiring.
Join a dynamic team committed to excellence and client satisfaction.
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Position Requirements
10+ Years
work experience
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