U.S. Private Bank - Investment Professional - Associate
Content + Source + Freshness • 17 Dec 2025 • 95% confidence
Offer value
This role offers a robust environment for investment professionals with substantial responsibility toward client assets, blending collaboration with independence.
- Well-rounded investment professional role.
- Experience working with wealthy clients.
- Clear pathways for career advancement.
Pros
- Engages deeply with high-net-worth clients.
- Opportunities for mentorship and growth within the firm.
- Strong emphasis on teamwork in wealth management.
Cons
- Requires licensing to be obtained if not already held.
- Potentially demanding work hours due to client needs.
- High stakes in managing client assets and expectations.
Who it's for
Mid/Senior-level • Onsite or Hybrid
Good fit
- Investment professionals with client management skills
- Individuals passionate about wealth management
- Candidates eager to embrace a team-oriented approach
Not recommended for
- Newcomers to the finance industry
- Professionals not interested in client-facing roles
- Those looking for purely data analysis positions
Motivation fit
Key skills
About the job
U.S. Private Bank - Investment Professional - Associate
Job Information
- Job Identification 210676371
- Job Category Client Advisory
- Business Unit Asset & Wealth Management
- Posting Date 10/11/2025, 06:01 AM
- Locations 1900 N Akard St, Dallas, TX, 75201, US
- Job Schedule Full time
- Job Shift Day
Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
- Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
- Create mandates for discretionary accounts
- Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
- Work with Team Leader to monitor Client Advisor loadings.
- Submit and monitor fee schedules and billing
- Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bachelor’s Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
- Experience and interest in financial markets and concepts
- Excellent interpersonal skills
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
About Us
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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