- Company: JPMorganChase
- Location: Corona, Riverside County
- Salary: $56,014–$77,001/yr
- Full Time
- Corona, Riverside County
- $56,014–$77,001/yr
- Apply on company site
- $56,014–$77,001/yr
JPMorganChase at a glance
jpmorganchase.com- Founded 1968
- Employees 243000
- Ticker JPM
- Revenue (FY2025) $182.45B
- Net income $57.05B
Investor research: Yahoo Finance · SEC filings
Source: Wikipedia
Join J.P. Morgan Wealth Management as a Private Client Investment Associate in Corona, Riverside County, California. This full-time position offers the opportunity to support high-net-worth clients with comprehensive wealth management services while collaborating with experienced investment professionals in our dynamic Corona office.
About the Role
As a Private Client Investment Associate, you will play a vital role in servicing and supporting our affluent client base. Working alongside wealth advisors and portfolio managers, you will help deliver tailored investment solutions and financial guidance to individuals and families with substantial assets.
What You'll Do
- Assist in analyzing investment opportunities and monitoring portfolio performance for high-net-worth clients
- Support the preparation of investment recommendations and financial planning documents
- Conduct research on investment products, market trends, and economic conditions
- Collaborate with team members to develop customized wealth strategies aligned with client goals
- Maintain detailed client records and ensure compliance with regulatory requirements
- Respond to client inquiries and provide exceptional service across multiple communication channels
- Utilize J.P. Morgan's advanced investment platforms and digital tools to enhance client experiences
- Support business development efforts by assisting with client presentations and relationship management
What We're Looking For
- Bachelor's degree in Finance, Economics, Business, or related field
- Strong analytical and quantitative skills with attention to detail
- Understanding of investment products, financial markets, and wealth management concepts
- Excellent communication skills and genuine commitment to client service excellence
- Proficiency with Microsoft Office and financial software platforms
- Ability to work effectively in a team environment and manage multiple priorities
- Series 7, Series 65, or willingness to obtain relevant securities licenses
- Demonstrated interest in building a career in wealth management and financial services
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management provides comprehensive investment advisory and financial services to clients worldwide. We leverage proprietary research, innovative digital technology, and the resources of JPMorganChase to deliver exceptional results and guidance tailored to each client's unique circumstances and objectives.
Our Commitment to You
At JPMorganChase, we are committed to fostering a diverse and inclusive workplace where all employees can develop, thrive, and succeed. We believe in supporting our teams, building lasting client relationships, and maintaining the highest standards of integrity and excellence in everything we do.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
Explore JPMorganChase online
What people say about JPMorganChase
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- Further ties of NSA to Equation Group hackers
Recent news
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Aggregated from public discussions and news; opinions are the authors’ own.
Working in Corona, Riverside County
Weather right now in Corona, Riverside County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:
California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by
Recent seismic activity: 1 earthquake (M4.5+) within 200km in the last 6 months — largest M4.9 near 20 km NNE of Indio, CA. via USGS
Nearby history: Carnegie, Andrew, Library, listed 1977 (248m away) — via National Register of Historic Places
Typical climate: average high 80°F / low 52°F year-round (summers around 92°F, winters around 43°F) — via NOAA 1991-2020 Normals
- Elevation 211m (692 ft)
Source: Wikipedia (state)
Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.
Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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