J.P. Morgan Wealth Management - Private Client Investment Associate - 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. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will represent our brand and interact with clients to offer investment solutions that meet their financial needs.

Responsibilities

• Support Advisors' book of business, including facilitating accurate 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, referral source management, and new lead generation.
• Manage 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 for current tasks, and consistently meet deadlines.
• Maintain and foster team culture.

Requirements

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

Benefits

• Competitive total rewards package including base salary determined based on role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in cash and/or forfeitable equity.
• Comprehensive health care coverage, on-site health and wellness centers.
• Retirement savings plan, backup childcare, tuition reimbursement.
• Mental health support, financial coaching, and more.

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.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and offer the most-used digital solutions, ranking first in customer satisfaction.