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

Location: Whittier, CA, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping clients achieve their financial goals through personalized advice and innovative solutions. As a Private Client Investment Associate in our Whittier, CA office, you will play a vital role in supporting our 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, working with high-net-worth individuals to manage investments, plan for the future, and navigate complex financial landscapes. Your contributions will directly impact client satisfaction and the growth of our esteemed firm in the Southern California market. In this role, you will handle a diverse set of responsibilities that blend client-facing interactions with behind-the-scenes operational support. From processing transactions and preparing detailed investment reports to coordinating marketing events that showcase J.P. Morgan's comprehensive wealth management offerings, you will ensure seamless operations that align with our commitment to integrity and excellence. You will also assist in maintaining compliance with industry regulations, leveraging your knowledge of financial products to support advisors in delivering tailored strategies. This position requires a proactive approach, as you collaborate with teams across the organization to resolve issues and drive client engagement in a fast-paced, client-centric environment. J.P. Morgan Chase & Co. values associates who bring passion and expertise to the financial services industry. We offer robust professional development, competitive compensation, and a supportive culture that fosters innovation and inclusion. If you are a detail-oriented professional with a strong foundation in finance and a desire to contribute to meaningful client outcomes, join our Whittier team and help shape the future of wealth management at one of the world's leading financial institutions.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and facilitating account transactions for Private Client Advisors
• Assist in operational support, including preparing client reports, processing paperwork, and ensuring accurate record-keeping in compliance with SEC and FINRA regulations
• Support marketing initiatives by coordinating client events, preparing promotional materials, and tracking engagement metrics to enhance J.P. Morgan Wealth Management's presence in Whittier, CA
• Perform administrative duties such as managing calendars, updating client databases, and handling correspondence to streamline advisor workflows
• Collaborate with cross-functional teams to resolve client issues, escalate complex matters, and ensure seamless service delivery
• Monitor and maintain client portfolios by gathering data, running basic analyses, and preparing summaries for advisor review
• Contribute to business development efforts by identifying opportunities for client referrals and supporting advisor-led presentations
• Ensure adherence to J.P. Morgan's risk management and compliance protocols in all client interactions
• Assist in training new team members on operational procedures and client service best practices
• Track and report on key performance indicators related to client satisfaction and operational efficiency

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 banking operations
• Active Series 7 and Series 66 (or equivalent) securities licenses, or willingness to obtain within 120 days of hire
• Strong understanding of investment products, wealth management principles, and regulatory requirements
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent organizational skills with the ability to manage multiple tasks in a fast-paced environment
• Ability to maintain confidentiality and adhere to compliance standards in a high-stakes financial setting

Preferred Qualifications

• Prior experience supporting high-net-worth clients in a private banking or wealth management role
• Familiarity with J.P. Morgan's proprietary systems and tools for client relationship management
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Bilingual proficiency in English and Spanish, given the diverse client base in Whittier, CA
• Experience in operational marketing or event coordination within the financial services industry

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (SEC, FINRA)
• Investment product knowledge
• Microsoft Excel proficiency
• CRM software usage (e.g., Salesforce)
• Time management and prioritization
• Attention to detail
• Communication (verbal and written)
• Problem-solving
• Team collaboration
• Data entry and accuracy
• Event coordination
• Risk assessment
• Multitasking in dynamic environments

Benefits

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

JP Morgan Chase is an equal opportunity employer.