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

Location: Lafayette, CA, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized investment strategies and exceptional service. As a Private Client Investment Associate in our Lafayette, CA office, you will play a pivotal role in supporting Private Client Advisors by delivering top-tier client service, operational efficiency, and administrative excellence. This position within the Banking Associates category offers the opportunity to immerse yourself in the dynamic world of wealth management, contributing to client portfolios that span equities, fixed income, alternatives, and estate planning solutions. You will work in a collaborative environment that emphasizes innovation, integrity, and long-term client relationships, all while leveraging J.P. Morgan's global resources and cutting-edge technology platforms. Your day-to-day responsibilities will include providing proactive client support, such as handling inquiries, processing transactions, and preparing customized reports to aid advisors in delivering tailored advice. You will also manage operational workflows, ensuring seamless account management and compliance with stringent financial regulations. Marketing efforts will involve creating engaging materials for client events and seminars, helping to showcase J.P. Morgan's comprehensive wealth management offerings. This role demands a keen eye for detail and the ability to thrive in a fast-paced setting, where accuracy and timeliness directly impact client satisfaction and business growth. We seek motivated professionals passionate about the financial services industry, with a solid foundation in investments and a commitment to J.P. Morgan's core values of excellence and trust. In Lafayette, CA, you will join a team serving affluent clients in the Bay Area, benefiting from the region's vibrant economy and proximity to Silicon Valley opportunities. This position not only provides hands-on experience in private client services but also serves as a launchpad for career advancement within one of the world's leading financial institutions, where your contributions can shape the future of wealth management.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and coordinating with Private Client Advisors
• Assist in operational tasks including account openings, transaction processing, and maintenance of client records in compliance with SEC and FINRA regulations
• Support marketing initiatives by preparing client presentations, reports, and materials for wealth management seminars and events
• Perform administrative duties such as data entry, file management, and correspondence using J.P. Morgan's proprietary systems
• Conduct preliminary client needs assessments and gather documentation to facilitate advisor-client meetings
• Monitor and update client portfolios, ensuring accuracy of investment data and performance metrics
• Collaborate with cross-functional teams to resolve operational issues and enhance client experience
• Ensure adherence to J.P. Morgan's risk management policies and contribute to audit preparations
• Assist in business development by identifying opportunities for client referrals and portfolio growth
• Stay informed on market trends and regulatory changes to support advisors in delivering tailored investment advice

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client support, or wealth management operations
• Strong understanding of investment products, including equities, fixed income, and alternative investments
• Proficiency in Microsoft Office Suite and financial software such as Bloomberg or CRM systems
• Excellent organizational skills with the ability to manage multiple tasks in a fast-paced environment
• FINRA Series 7 and Series 66 licenses or willingness to obtain them within 120 days of hire
• Ability to maintain confidentiality and adhere to regulatory compliance standards in the financial industry

Preferred Qualifications

• Experience working in a high-net-worth client environment at a major financial institution
• Knowledge of J.P. Morgan's wealth management platforms and tools
• Advanced certification such as CFP (Certified Financial Planner) or CFA Level I
• Bilingual proficiency, particularly in Spanish or Mandarin, to serve diverse client bases in California
• Prior internship or role in private banking or investment advisory services

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (SEC, FINRA)
• Investment product knowledge
• CRM software proficiency (e.g., Salesforce)
• Microsoft Excel and PowerPoint expertise
• Attention to detail and accuracy
• Time management and prioritization
• Communication (verbal and written)
• Problem-solving and critical thinking
• Team collaboration
• Discretion and ethical judgment
• Adaptability to market changes
• Data entry and record-keeping
• Basic marketing and presentation skills

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible roles and commuter benefits in the Lafayette area

JP Morgan Chase is an equal opportunity employer.