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

JPMorgan Chase & Co. • Dallas, TX

4h

About The Position

As a Private Client Investment Associate in J.P. Morgan Wealth Management, you provide client service, operational marketing, and administrative support to Private Client Advisors. You represent the firm and interact with clients, supporting investment solutions that address their financial needs. The role includes helping advisors manage client relationships and wealth-planning activities while following operational procedures and compliance requirements.

Requirements

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

Responsibilities

• Support advisors’ books of business by facilitating timely and accurate operational requests, including account opening, money movement, and investment trades.
• Build and maintain client relationships by processing requests, resolving issues, providing current information, supporting ongoing wealth planning, managing referral sources, and generating new leads.
• Assist with relationship and account reviews, promote firm services to deepen client relationships, and 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, including completing required forms and documentation.
• Prioritize daily work, track progress, and consistently meet deadlines.
• Maintain and foster team culture.

Benefits

• Competitive total rewards package with base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed