Private Client Investment Associate, Wealth Management
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Walnut Creek, California. This role involves providing operational support and client service to Private Client Advisors. You'll facilitate operational requests, manage client relationships, and assist in compliance requirements. To qualify, a valid Series 7 license and the ability to obtain a Series 66 and Health Insurance license are essential. Join a dynamic team and contribute to wealth management strategies. #J-18808-Ljbffr JPMorgan Chase & Co.
- 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...Suggested
- ...an enthusiasm for helping our clients, taking care of our employees,... ...and inclusion. Using a broad investment product and thought leadership... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service...Suggested
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, 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...Suggested
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$85k - $145k
...How? By integrating financial planning, investment management, tax, estate, insurance, and more, all... ...act in the best interest of our clients.* Mercer Advisors offers a distinct work... ...criteria methodology here. Job Summary The Wealth Advisor focuses on deepening...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- A leading investment management firm in Walnut Creek is seeking an experienced professional to enhance client relationships and offer valuable financial planning strategies. The successful... ...of our clients' financial well-being. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as... ...offers opportunities for our associates to learn, grow and... ...assigned number of existing clients, as well as assisting in... ...of financial and investment concepts Excellent written...Temporary workWork at officeImmediate startFlexible hours$66.56k - $80k
Wealth Advisor LPL Financial collaborates with banks to provide a... ...financial services tailored to their clients' needs. This exciting... ...banking, lending, and wealth management needs of its clients, Mechanics... ...) to deliver Non-Deposit Investment Products (NDIPs) and services...Work at officeLocal area- ...seeking a Financial Consultant Partner in Walnut Creek, California. This role supports the growth of an affluent wealth management practice by deepening client relationships and uncovering new business opportunities. Candidates must hold valid Series 7 and 66 licenses,...
$75k - $110k
Morgan Stanley in Walnut Creek is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial... ...preferred) and industry experience. Responsibilities include managing service requests and supporting financial transactions and...- A leading wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience...
$100k - $120k
Wealth Advisor - Hightower Signature Wealth 3160 Crow Canyon Rd, San Ramon, CA... ...in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning... ...grow their businesses and help their clients achieve their financial vision. Based...Permanent employmentLocal areaImmediate start$60k - $65k
...Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning... ...their businesses and help their clients achieve their financial vision.... .... The Role We are looking for an Associate Wealth Advisor who is a relationship...Permanent employmentWork experience placementLocal area- 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 are... ...Degree preferred* 7 years related wealth management experience required.* 7...16 hoursFull timeWork experience placementWork at officeWork from homeFlexible hours
$66.56k - $80k
LPL Financial seeks a Wealth Advisor to provide tailored financial services in California. The role focuses on delivering investment products to clients with a consultative approach and requires a strong sales acumen. Candidates should have at least two years of investment...$170k - $250k
...to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking...Temporary workWork experience placementLocal area- ...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...
$5,000 per month
...life into business banking and wealth management. They founded Parkside... ...of discerning families and privately held businesses. Parkside offers... ...interactive partnership between our clients and our team drives success,... ...-based Financial Advisor Associate within our Trust & Family...Work experience placementWork at officeLocal area$85k - $117k
...sophisticated solutions in wealth management and insurance... ...Asset Management on client matters such as analyzing... ...Asset Managers and associates in regards to overall... ...diligence on specific investment choices and vendors.... ...closed‑ended funds, private offerings, process and...- ...to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking...Temporary workWork experience placementLocal area
- ...Description Paulson Investment Company, LLC is a boutique... ...investment banking, wealth management, execution services,... ...to mid-cap (public & private) markets. We provide... ...products to our clients. Paulson is seeking... ...Equity Investment Sales Associates, registered...Full timeFlexible hours
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December... ...opportunities for associates to learn, grow and... ...tailored financial plans to clients within the region. This... ...planning, estate planning, investment strategies, and more....Temporary workWork at officeFlexible hours- ...December 4, 2025 at 8:00 AM Bluespring Wealth Partners (Bluespring) is part of... ..., an industry-leading wealth management platform for independent financial... ...offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with...Work at officeFlexible hours
$60k - $120k
EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role... ...providing comprehensive services to clients and assisting in business development through... ...have at least 2 years of relationship management experience, an undergraduate degree in a...Flexible hours- 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...
$55k - $70k
The employee will assist the Division Credit Manager in the protection of the company’s assets through the administration of the company’s policies and procedures. The employee will be actively engaged in the ongoing management of the credit, collections, accounts receivable...Full timeWork at officeRelocationMonday to FridayShift workDay shift- ...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 individual...Work experience placementWork at office
$100k
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payWork at officeImmediate startShift workDay shift$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth... ...personalized wealth advice for clients. The role works closely... ...tax, estate, insurance, and investment planning. Create holistic... ...Collaborate with Portfolio Management for portfolio approval, trade...Work at officeRemote work3 days per week- ...services firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate... ...while supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance...
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