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

About the Role

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing, and administrative support to Private Client Advisors. You will represent the firm’s brand, interact with clients, and help deliver investment solutions that meet their financial needs.

Responsibilities

• Support Advisors’ book of business by facilitating accurate and timely operational requests such as account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, providing up‑to‑date information, assisting with ongoing wealth planning, managing referral sources, and generating new leads.
• Assist in managing relationship and account reviews, promote firm services to deepen client relationships, and prepare timely and accurate performance reports.
• Actively 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, and consistently meet deadlines.
• Maintain and foster a positive team culture.

Qualifications

• Valid and active Series 7 license (or ability to obtain within 60 days of employment).
• If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam is required.
• Valid and active Series 66 (or 63/65) and Life and Health Insurance license must be obtained within 60 days of starting.

Compensation

• Base salary determined based on role, experience, skill set, and location.
• Potential commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions.

Benefits

• Comprehensive health‑care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental‑health support.
• Financial coaching.
• Additional benefits and programs based on eligibility.

Team Overview

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans, and payment processing. The division leads the U.S. in credit‑card sales and deposit growth, offers the most‑used digital solutions, and ranks first in customer satisfaction.