J.P. Morgan Wealth Management - Private Client Investment Associate - Walnut Creek, CA

At J.P. Morgan Chase , we are dedicated to helping our clients, caring for our employees, building relationships, and providing outstanding customer service while committing to diversity and inclusion. We use a broad investment platform and advanced digital technology to represent our brand and offer the best investment solutions to meet clients’ financial needs. Private Client Investment Associate In this role, you will provide client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors’ book of business, including accurately and timely operational requests such as account opening, money movement, and investment trades. Build and maintain client relationships by processing requests, resolving issues, providing up-to-date information, and assisting with ongoing wealth planning and referral source management. Assist in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports. Actively engage in risk management, including Know Your Customer procedures, account reviews, and inquiries. Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation). Prioritize daily work, track progress, and consistently meet deadlines. Maintain and foster a positive team culture. Required qualifications, capabilities, and skills A valid and active Series 7 license is required or must be obtained within 60 days of employment. If registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam. A valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 60 days of starting the role. Benefits and Compensation We offer a competitive total rewards package, including a base salary determined by role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or forfeitable equity. Additional benefits include comprehensive health coverage, on-site wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal Opportunity Employer We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected under applicable law. We make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. #J-18808-Ljbffr Aumni