J.P. Morgan Wealth Management - Private Client Investment Associate - Cerritos, CA
On-site · Cerritos, California, United States
Cerritos, California, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Investment Associate in J.P. Morgan Wealth Management providing exceptional client service, operational support to Private Client Advisors, and handling account openings, money movement, and investment trades. Help build client relationships, assist with wealth planning for clients and referral source management, support risk management procedures (KYC, account reviews), and ensure regulatory compliance while prioritizing daily tasks and contributing to a positive team environment.
Required Qualifications
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
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