[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · San Antonio, TX # J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX San Antonio, TX, United States Finance & Accounting Listed on JPMorganChase’s official careers site. Posted October 19, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210700406) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / J.P. Morgan Wealth Management - Private Client Investment Associate - San Antonio, TX ## Job description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation - Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account - Reviews and Inquires - Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) - Prioritize daily work, track progress for current work, and consistently meet deadlines - Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. ## At a glance - Posted by the employer: Oct 19, 2026 - First seen by OpenNash: Jul 10, 2026 - Last checked: Oct 20, 2026 - Listed for: 102 days - Location: San Antonio, TX, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210700406) ## More jobs at JPMorganChase ### [Credit Card Fraud Specialist I](https://jobs.opennash.com/companies/jpmorganchase/jobs/9f4c7fe64054b9ecd5d1/) San Antonio, TX, United States ### [Credit Card: Fraud Specialist I (Wiseman)](https://jobs.opennash.com/companies/jpmorganchase/jobs/d9b16e3f8cc42fdd29c1/) San Antonio, TX, United States ### [Investment Phone Specialist - JPMorgan Wealth Management - San Antonio, TX](https://jobs.opennash.com/companies/jpmorganchase/jobs/bf83f6e3f05be25baf3c/) San Antonio, TX, United States ### [Branch Manager, San Antonio East Market, San Antonio, TX](https://jobs.opennash.com/companies/jpmorganchase/jobs/a1305b36e9bf34c1f5d9/) San Antonio, TX, United States ### [Branch Manager- San Antonio West Market-San Antonio, Texas](https://jobs.opennash.com/companies/jpmorganchase/jobs/6e4cf16be81d8296c51c/) San Antonio, TX, United States ## Similar jobs at other companies ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/f9b8581e0714e76bf774/) Goldman Sachs Group · Houston, United States ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/e5b4b923e2e15a0f4eed/) Goldman Sachs Group · Baltimore, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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