Client Associate Visa Sponsorship Jobs in California
Client associate roles in California are concentrated in financial services, wealth management, and technology firms across San Francisco, Los Angeles, and San Diego. Major employers including Wells Fargo, Charles Schwab, and Morgan Stanley have sponsored visa candidates for these positions, which typically require strong client-facing and analytical skills in competitive coastal markets.
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Get Access To All JobsINTRODUCTION
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments.
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings.
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm.
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings.
Required qualifications, capabilities, and skills:
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
- Proactively identify and deliver appropriate solutions that address the needs of our clients.
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
Preferred qualifications, capabilities, and skills:
- Able to adapt and stay abreast of changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint, and Excel.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
INTRODUCTION
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
- Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
- Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments.
- Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite.
- Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings.
- Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm.
- Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings.
Required qualifications, capabilities, and skills:
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment.
- Proactively identify and deliver appropriate solutions that address the needs of our clients.
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations.
Preferred qualifications, capabilities, and skills:
- Able to adapt and stay abreast of changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint, and Excel.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Client Associate Job Roles in California
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Search Client Associate Jobs in CaliforniaClient Associate Jobs in California: Frequently Asked Questions
Which companies sponsor visas for client associates in California?
Financial services firms are the most active sponsors for client associate roles in California. Wells Fargo, Charles Schwab, Morgan Stanley, JPMorgan Chase, and UBS have histories of H-1B sponsorship for client-facing positions at their California offices. Technology companies with dedicated client success or client solutions teams, such as Salesforce and Adobe in San Francisco, also sponsor international candidates for these roles.
Which visa types are most common for client associate roles in California?
The H-1B is the most common visa for client associate positions in California, provided the role qualifies as a specialty occupation requiring at least a bachelor's degree in a specific field such as finance, business, or economics. Some candidates in financial services also enter on L-1 intracompany transfer visas when moving from a foreign branch of a multinational firm to its California office.
Which cities in California have the most client associate sponsorship jobs?
San Francisco and its surrounding Bay Area hold the highest concentration of client associate sponsorship opportunities in California, driven by the density of wealth management firms and technology companies. Los Angeles is the second-largest market, particularly in investment banking and private banking. San Diego has a smaller but active market, with financial advisory firms and fintech companies both hiring for client-facing roles.
How to find client associate visa sponsorship jobs in California?
Migrate Mate is built specifically for international job seekers and filters client associate roles in California by employers with a verified history of visa sponsorship. Rather than manually researching which firms sponsor, you can search directly on Migrate Mate to see active openings filtered to California, saving time during a job search where immigration timelines often add urgency.
Are there any California-specific considerations for client associate visa sponsorship?
California's prevailing wage requirements under H-1B rules reflect the state's high cost of living, meaning employers must pay wages meeting Department of Labor benchmarks for the San Francisco, Los Angeles, or San Diego metro areas, which are among the highest in the country. California is also home to several university pipelines, with UC Berkeley, UCLA, and USC producing finance and business graduates who often pursue client associate roles on OPT before seeking H-1B sponsorship.
What is the prevailing wage for sponsored client associate jobs in California?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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