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

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

Houston, TX, United States

On behalf of J.P. Morgan Chase, we are looking for a Private Client Investment Associate to support our Private Client Advisors within Wealth Management. The role involves client service, operational marketing, and administrative support, using a broad investment product and digital technology to represent our brand and deliver extraordinary customer service.

• Support Advisors book of business, including facilitating accurately and timely operational requests such as account opening, money movement and investment trades.
• Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information; assist the Advisors with ongoing wealth planning, referral source management and new lead generation.
• Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; 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 work, and consistently meet deadlines.
• Maintain and foster team culture.

• A valid and active Series 7 license is required or may be obtained within 60 days of employment.
• If registered after October 1, 2018, you must also have a valid and active Securities Industry Essentials (SIE) exam.
• 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.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co.

Products may not be available in all states.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate based on any protected attribute under applicable law, and we make reasonable accommodations for applicants’ and employees’ religious practices and mental health or physical disability needs.