Constellation
The Client Associate at J.P. Morgan Advisors delivers exceptional wealth management services to ultra-high net worth clients by working closely with Financial Advisors to provide personalized solutions and build lasting relationships. The role involves assisting with client onboarding, account maintenance, and investment recommendations while ensuring compliance with regulatory policies. This position offers opportunities for career growth within a fast-paced environment supported by global financial resources.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Constellation.
Constellation didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role