JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate
Houston, TX +2 · Full-time · Posted Oct 1, 2026
- Location
- Houston, TX
Austin, TX
Sugar Land, TX
About the job
Provides client service, operational, marketing, and administrative support to Private Client Advisors, helping manage client relationships and investment-related requests.
What you'll do
- Process account openings, money movement, investment trades, and other client requests; resolve issues and provide current information.
- Support wealth planning, relationship and account reviews, referral source management, and lead generation; prepare performance reports.
- Complete risk-management and compliance activities, including Know Your Customer procedures, account reviews, and required documentation.
What they ask for
- A valid and active Series 7 license, or obtain it within 60 days of employment.
- If registered after October 1, 2018, a valid and active Securities Industry Essential (SIE) exam.
- Obtain a valid and active Series 66 (63/65) and Life and Health Insurance license within 60 days of starting.
Model-written summary · the original posting is authoritative