JPMorgan Chase
J. P. Morgan Advisor- Investment Associate - Dallas, TX
$68K–$97K
Dallas, TX · Full-time · Posted Oct 26, 2026
- Experience
- 5 years’ experience in the Financial Services industry.
- Education
- Bachelor's degree or equivalent experience.
About the job
Supports Financial Advisors in advising high-net-worth clients, implementing investment solutions, managing client portfolios, and developing new business.
What you'll do
- Advise on portfolio construction and conduct regular client portfolio reviews.
- Market and implement investment solutions aligned with client objectives; identify business opportunities among existing clients.
- Provide investment and planning support, develop marketing strategies and presentations, and handle ad hoc client or team requests.
What they ask for
- 5 years’ experience in the Financial Services industry.
- Bachelor's degree or equivalent experience.
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date.
- Ability to work independently, identify client solutions, and communicate effectively and professionally.
Nice to have
- Adaptability to changing technology and regulatory policies.
- Highly proficient user of Word, PowerPoint and Excel.
Pay
$68,500.00-$96,800.00 USD base salary
Tools
Word, PowerPoint, Excel, JP Morgan Online
Model-written summary · the original posting is authoritative