Investment Associate - UHNW Wealth Management

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas seeks an Investment Associate for the J.P. Morgan Advisors group. You will partner with Financial Advisors to propose, deliver, and execute investment solutions for clients, while identifying new business opportunities within the existing client base.

The role supports asset allocation decisions, complex investment solutions, and cross-product guidance, assisting in client reviews and digital portfolio applications.

Qualifications

• 8 years of experience in Financial Services.
• Bachelor's degree or equivalent experience.
• Series 7 and 66 licenses required or must be obtained within 180 days of start date.
• Proven ability to work independently in a fast-paced environment.
• Strong client communication and solution delivery.

Responsibilities

• Advise on portfolio construction and asset allocation with the Financial Advisor.
• Market and implement complex investment solutions for High-Net-Worth clients.
• Identify and pursue new business opportunities from existing clients.
• Stay current on JP Morgan Wealth Management products and services.
• Provide investment support across multiple products and digital platforms.
• Develop marketing materials and presentations for Financial Advisors.
• Handle ad hoc service requests for team and clients.

Job description

JPMorgan Chase & Co. in Dallas seeks an Investment Associate for the J.P. Morgan Advisors group. You will partner with Financial Advisors to propose, deliver, and execute investment solutions for clients, while identifying new business opportunities within the existing client base.

The role supports asset allocation decisions, complex investment solutions, and cross-product guidance, assisting in client reviews and digital portfolio applications.