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

Location: Houston, TX, United States

Job Family: Banking Associates

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth individuals and families achieve their financial goals through personalized investment strategies and exceptional service. As a Private Client Investment Associate in our Houston, TX office, you will play a vital role in supporting Private Client Advisors by delivering top-tier client service, operational support, and administrative assistance. This position is ideal for motivated professionals passionate about the financial services industry, offering the opportunity to contribute to a dynamic team in one of the nation's key economic hubs. You will work closely with advisors to ensure seamless client experiences, from initial consultations to ongoing portfolio management, all while upholding J.P. Morgan's commitment to integrity, innovation, and client-centric solutions. Your day-to-day responsibilities will include managing client interactions, processing transactions, and preparing materials for investment discussions, leveraging J.P. Morgan's advanced wealth management platforms. You will assist in marketing efforts to promote our comprehensive suite of services, including alternative investments, estate planning, and philanthropy advisory, tailored to the diverse needs of Houston's affluent clientele. Operational excellence is key; you will handle administrative tasks with precision, ensuring compliance with federal regulations and internal policies to mitigate risks and enhance efficiency. This role demands a proactive approach to problem-solving and a keen eye for detail in a collaborative environment where teamwork drives success. Joining J.P. Morgan means becoming part of a global leader in financial services with a rich history of excellence and a forward-looking vision. In this associate-level position within our Banking Associates category, you will gain invaluable experience in private wealth management, with opportunities for career growth through mentorship, training, and exposure to sophisticated financial instruments. We value diversity and inclusion, fostering an inclusive workplace where your unique perspectives can thrive. If you are ready to support the delivery of world-class wealth management solutions in Houston, apply today to embark on a rewarding journey with J.P. Morgan Chase.

Key Responsibilities

• Provide exceptional client service by responding to inquiries, scheduling appointments, and managing client communications for Private Client Advisors
• Assist in operational tasks including account openings, transaction processing, and maintenance of client records in compliance with regulatory standards
• Support marketing initiatives by preparing client presentations, event coordination, and promotional materials to attract and retain high-net-worth clients
• Conduct administrative duties such as document preparation, data entry, and report generation using J.P. Morgan's wealth management systems
• Collaborate with advisors to analyze client portfolios, prepare investment proposals, and ensure accurate implementation of financial strategies
• Monitor and resolve operational issues, escalating complex matters to senior team members as needed
• Maintain up-to-date knowledge of J.P. Morgan's investment products, market trends, and compliance requirements
• Facilitate client onboarding processes, including KYC (Know Your Customer) verification and risk assessments
• Support team efforts in achieving business goals by tracking performance metrics and contributing to client relationship management
• Ensure all activities adhere to J.P. Morgan's policies, SEC regulations, and FINRA guidelines

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• At least 2 years of experience in financial services, client support, or wealth management
• Series 7 and Series 66 licenses (or willingness to obtain within 120 days of hire)
• Strong understanding of investment products, financial planning, and regulatory compliance
• Proficiency in Microsoft Office Suite and financial software applications
• Excellent communication skills with the ability to interact with high-net-worth clients
• Ability to maintain confidentiality and handle sensitive financial information

Preferred Qualifications

• Experience working in a private banking or wealth management environment at a major financial institution
• Familiarity with J.P. Morgan's proprietary systems and wealth management platforms
• Advanced certifications such as CFP (Certified Financial Planner) or CFA Level I
• Bilingual proficiency in English and Spanish, given the diverse client base in Houston
• Prior experience in operational support or marketing within the financial services sector

Required Skills

• Client relationship management
• Financial analysis and reporting
• Regulatory compliance (SEC, FINRA)
• Investment product knowledge
• Operational efficiency and process improvement
• Microsoft Excel proficiency for data modeling
• CRM software usage (e.g., Salesforce)
• Strong verbal and written communication
• Attention to detail and organizational skills
• Problem-solving and critical thinking
• Time management in a fast-paced environment
• Team collaboration and interpersonal skills
• Discretion with confidential information
• Adaptability to market changes
• Basic marketing and presentation skills

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance for eligible candidates moving to Houston, TX

JP Morgan Chase is an equal opportunity employer.