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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 - Client Service Leader

Plano, TX • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

Other

Posted 10 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

The J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

As a Client Service Leader within the J.P. Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions. Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

Job Responsibilities
  • Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
  • Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
  • Develop employees through effective coaching and career development conversations
  • Recruit and onboard new team members
  • Schedule strategically and manage the floor tactically to meet service levels
  • Speak with clients and handle escalations
  • Conduct call observations to review the quality of service provided
  • Resolve problems, conduct research, and address complaints
  • Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
  • Foster and develop partnerships across the enterprise
  • Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients

Operating hours: Our current target operating hours are Monday – Friday, 7 a.m. – 8 p.m. CST and Saturday, 7 a.m. – 5 p.m. CST.

Required qualifications, capabilities, and skills
  • 3 + years of financial services or brokerage experience
  • Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
  • FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
  • FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment
  • Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward
  • Effectively manage multiple priorities in a fast-paced environment; adaptive to change
  • Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
  • Excellent communication skills, highly professional and experienced in creating and presenting information
Preferred qualifications, capabilities, and skills
  • 1 or more years of leading people in the brokerage industry preferred
  • Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level
  • Ability to embrace change and effectively guide employees through shifts in business needs or priorities
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