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How much do jp morgan wealth management associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for jp morgan wealth management associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What does a JP Morgan Wealth Management Associate do?

A JP Morgan Wealth Management Associate supports financial advisors in providing investment advice, portfolio management, and financial planning for individual and institutional clients. They assist with client onboarding, account maintenance, and research on financial products and markets. Associates also help prepare presentations, analyze client portfolios, and ensure compliance with regulations. The role is a blend of client service, administration, and financial analysis, offering a strong foundation for a career in wealth management.

What are the key skills and qualifications needed to thrive as a JP Morgan Wealth Management Associate?

To thrive as a JP Morgan Wealth Management Associate, you need a strong understanding of financial markets, investment products, and wealth management principles, typically supported by a bachelor's degree in finance or a related field and relevant licenses such as FINRA Series 7 and 66. Proficiency with financial planning software, CRM systems, and portfolio management tools is also essential. Excellent interpersonal, client service, and communication skills help build trust and long-term relationships with clients. These skills and qualifications are important to deliver tailored financial advice, ensure regulatory compliance, and drive client success in a competitive environment.

What are some common challenges faced by a JP Morgan Wealth Management Associate, and how can they be addressed?

As a J.P. Morgan Wealth Management Associate, one common challenge is managing the diverse financial needs and expectations of clients while adhering to compliance standards. Balancing proactive client engagement with thorough research and administrative tasks can also be demanding. Building strong organizational skills, staying updated on market trends, and leveraging mentorship from senior advisors can help associates navigate these challenges successfully. Collaborating closely with team members and utilizing firm resources further supports client satisfaction and professional growth.

What are popular job titles related to Jp Morgan Wealth Management Associate jobs?

For Jp Morgan Wealth Management Associate jobs, the most frequently searched job titles are:

J.P. Morgan Wealth Management - Senior Product Associate

Manhattan, NY • On-site

TwinThread
Software Development • 1 - 10 employees
Learn more about TwinThreadexternal

Other

Posted 12 days ago

Job description

Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations.

Join the Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management, where we power J.P. Morgan Wealth Plan—a free digital tool embedded in the Chase Mobile app and chase.com that helps millions of clients visualize net worth, track income and spending, set personalized goals like retirement or education funding, and simulate future scenarios for wealth strategies. Our team enhances these intuitive digital experiences for clients and prospects of Wealth Management, enabling seamless collaboration with advisors to craft evolving plans.

As a Senior Product Associate in US Wealth Management, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.

Job responsibilities
  • Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
  • Considers and plans for upstream and downstream implications of new product features on the overall product experience
  • Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
  • Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
  • Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Proficient knowledge of the product development life cycle
  • Experience in product life cycle activities including discovery and requirements definition
  • Developing knowledge of data analytics and data literacy
Preferred qualifications, capabilities, and skills
  • Experience in Wealth Management or fintech
  • Experience integration ML/AI based insights in application flows
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

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.

Equal Opportunity Employer/Disability/Veterans

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