Business & FinanceEntry levelOn site
J.P. Morgan Wealth Management - Private Client Investment Associate- Vista, CA
JPMorgan ChaseVista, CA
Posted Oct 23, 2026
What you’d do
Support Advisors by handling operational requests like account opening and trades, assist with client relationship management, prepare performance reports, and ensure compliance with risk management and operational procedures. Full-time position in Vista, CA. Found on the employer's careers page on Oct 23, 2026. Apply through the link.
You’ll need
- Valid and active Series 7 license or obtain within 60 days
- Valid and active Securities Industry Essential (SIE) exam if registered after Oct 1, 2018
- Experience supporting financial advisors
- Ability to manage client relationships and operational tasks
- Full-time schedule
Our summary of the listing. The full listing has the details.