J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX

About the role

J.P. Morgan Chase is dedicated to helping clients, caring for employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. You will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

Job Responsibilities

• Support Advisors’ book of business by facilitating accurately and timely operational requests such as account opening, money movement, and investment trades.
• Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information.
• Assist Advisors with ongoing wealth planning for clients and referral source management, and new lead generation.
• Avoid and promote firm services to deepen client relationships; prepare timely and accurate performance reports.
• Engage in Risk Management, including Know Your Customer procedures, Account Reviews, and Inquiries.
• Support business unit operational procedures and compliance requirements (e.g., completion of required operational forms and documentation).
• Prioritize daily work, track progress for current work, and consistently meet deadlines.
• Maintain and foster a positive team culture.

Required Qualifications, Capabilities, And Skills

• A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment.
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.

Skills

Investment and insurance products are not FDIC insured, not guaranteed by any federal government agency, not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates. Subject to investment risks, including possible loss of principal amount invested.

About Us

We are a leading financial services firm, serving nearly half of America's households and small businesses 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, offering solutions to meet their financial needs. We offer a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

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.