Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Investment Associate: Build Wealth & Trust

JPMorganChase

JPMorganChase 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. #J-18808-Ljbffr JPMorganChase

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Investment Associate: Build Wealth & Trust in Walnut Creek, CA vacancy
  • As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to...  ...and investment trades Aid the Advisors by building and maintaining client relationships through processing... 
    Suggested

    JPMorgan Chase & Co.

    Walnut Creek, CA
    2 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Walnut Creek, California. This role involves providing operational support...  ...license are essential. Join a dynamic team and contribute to wealth management strategies. #J-18808-Ljbffr JPMorgan Chase &... 
    Suggested

    JPMorgan Chase & Co.

    Walnut Creek, CA
    3 days ago
  • $170.26k - $200.3k

     ...and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and...  ...financial industry expert capable of handling complex wealth and relationship management issues, providing... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Walnut Creek, CA
    4 days ago
  •  ...culture where associates thrive. We are...  ...associates. We value Trust, Ownership,...  ...2.8 billion in client assets. Our...  ...earning potential to build lasting client...  ...: A Senior Wealth Advisor is an...  ...Specialists, Private Bankers, and Wealth...  ...planning and investment strategies... 
    Suggested
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    4 days ago
  • $170.26k - $200.3k

     ...and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and...  ...financial industry expert capable of handling complex wealth and relationship management issues, providing... 
    Suggested
    Temporary work
    Work experience placement

    U.S. Bancorp

    Walnut Creek, CA
    4 days ago
  • Manages the investment portfolios of complex investment management agency and trust accounts. Performs all primary client contact and support for activities in agency accounts to whom they...  ...Degree preferred* 7 years related wealth management experience required.* 7 or... 
    16 hours
    Full time
    Work experience placement
    Work at office
    Work from home
    Flexible hours

    Mechanics Bank

    Walnut Creek, CA
    1 day ago
  •  ...institution in California is seeking a Trust Portfolio Senior Manager to deliver investment advisory services and manage investment...  ...setting Investment Policy Statements for clients. Ideal candidates will have 7 years of wealth management experience and strong analytical... 

    Mechanics Bank

    Walnut Creek, CA
    2 days ago
  •  ...Wealth Advisor LPL Financial collaborates with credit unions...  ...financial services tailored to their clients' needs. This exciting opportunity at the Retirement and Investment Center located at Nuvision...  ...each customer interaction Building strong relationships with... 
    Work at office
    Local area

    LPL Financial

    Walnut Creek, CA
    3 days ago
  • $60k - $120k

     ...Wealth Advisor (Walnut Creek) Walnut Creek CA -...  ...opportunities for our associates to learn, grow and enhance...  ...number of existing clients, as well as assisting...  ...knowledge of financial and investment concepts Excellent...  ...~ Employee Team Building Activities ~ Employee... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    1 day ago
  •  ...Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Menlo...  ...integrating financial planning, investment management, business...  ...legally bound to act in our clients' best interests — always....  ...flexible, national footprint, we build our teams around exceptional... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    6 days ago
  • $90k - $100k

     ...passionate about helping clients achieve their...  ...Financial Advisor to build and manage a holistic wealth management practice...  ...planning, investment management solutions...  ...collaborative, and trusting relationships Instinctive...  ...or hairstyles associated with race), religion... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    5 days ago
  • $130k - $173k

     ...Description Tax Manager – Estate, Gift & Trust San Jose, CA (Hybrid Preferred) Many...  ...Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact...  ..., and private wealth structures Build strong internal and external referral... 
    Private practice
    Work at office
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Walnut Creek, CA
    6 days ago
  • $85k - $145k

     ...integrating financial planning, investment management, business...  ...legally bound to act in our clients' best interests — always.*...  ...flexible, national footprint, we build our teams around exceptional...  ...here. Job Summary: The Wealth Advisor focuses on deepening... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    2 days ago
  • $34.32k - $90k

    Role Overview Client Service Associates provide exceptional service to our clients...  ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams...  ...individuals in this role build trusted relationships. Leading with...  ...PWA Answering general non-investment related questions... 
    Temporary work
    Part time
    Work at office
    Local area

    Morgan Stanley

    Walnut Creek, CA
    5 days ago
  •  ...financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client...  ...generating new business, and utilizing expertise in investments and financial planning. Candidates should possess... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    4 days ago
  •  ...SAFE Act for an entry-level role focused on assisting sales and service activities. You will help foster relationships with customers, build loyalty, and increase sales. Responsibilities include managing business credit requests, coaching staff, and ensuring compliance... 

    Citi

    Walnut Creek, CA
    5 days ago
  •  ...Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid;...  ...planning strategies, analyses, and client recommendations Build and maintain cash flow projections and...  ...eMoney Prepare meeting materials, investment reviews, agendas, and follow-up items... 

    Robert Half

    San Ramon, CA
    23 days ago
  • U.S. Private Bank - Private Banker - Vice President...  ...experience to clients within J.P. Morgan’...  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...  ...clients by earning trust, thoroughly... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Walnut Creek, CA
    4 days ago
  •  ...-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an...  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning,...  ...with clients by earning trust, thoroughly... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Walnut Creek, CA
    4 days ago
  • $100k - $120k

     ...Wealth Advisor Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals...  ...and help their clients achieve their financial vision...  ...the following areas: Building immediate relationships... 
    Permanent employment
    Local area
    Immediate start

    HighTower Advisors

    San Ramon, CA
    2 days ago
  • $61k - $119k

     ...where you can help your clients achieve their goals through...  ...focused on client-building and obtaining licenses. Our...  ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement...  ...and Northwestern Mutual Wealth Management Company® (NMWMC... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Walnut Creek, CA
    5 days ago
  • $130k - $230k

    Probate, Trust, & Estate Attorney Career Consulting Partners has...  ...legal documents. Represent clients in court appearances, mediation...  ...skills, with the ability to build and maintain client relationships...  ...CLE programs and bar association memberships. A supportive and... 

    Career Consulting Partners

    Walnut Creek, CA
    3 days ago
  •  ...Description Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote...  ..., Gift & Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth... 
    Private practice
    Work at office
    Remote work
    Flexible hours

    Solid Rock Recruiting LLC

    Walnut Creek, CA
    28 days ago
  • $86.1k - $107.2k

     ...Associate Wealth Advisor Palo Alto, CA or Walnut Creek, CA Position Summary Focus Partners...  ...advice based on each of our unique clients' goals and aspirations. The position involves...  ..., risk management, tax, estate, and investment planning. Focus provides team... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Walnut Creek, CA
    4 days ago
  •  ...primarily responsible for providing Wealth Management to individuals and...  .... This includes servicing clients, growing client relationships,...  ...of the action, acting as a trusted partner to our Sr. Financial Consultants...  ...development ~ Openness to build, refresh, and deliver... 
    Local area

    Charles Schwab

    Walnut Creek, CA
    4 days ago
  •  ...seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This... 
    Work experience placement
    Work at office

    Beacon Pointe Advisors

    Pleasant Hill, CA
    2 days ago
  • $170.26k - $200.3k

    U.S. Bank is seeking a seasoned Wealth Management expert in Walnut Creek, California, to manage and grow high net worth client relationships. The role requires 10+ years of experience and a Bachelor's degree. Effective relationship management and business development skills... 

    Us Bank

    Walnut Creek, CA
    4 days ago
  • A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze their... 

    Mercer Advisors

    Walnut Creek, CA
    1 day ago
  • $60k - $120k

    EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management... 
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    1 day ago
  • $61k - $250k

    Northwestern Mutual is looking for financial advisors in Walnut Creek, California. As a financial advisor, you'll connect with clients, build tailored financial plans, and support them at various life stages. The role rewards entrepreneurial ambitions with uncapped earning... 

    UNAVAILABLE

    Walnut Creek, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Investment Associate: Build Wealth & Trust. Be the first to apply!