Client Associate Jobs at JPMorganChase with Visa Sponsorship
Client Associate jobs at JPMorganChase span its wealth management and retail banking divisions, where professionals work with clients on financial planning, account services, and investment support. The firm has an established visa sponsorship process for this function, making it a realistic target for internationally qualified candidates.
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Get Access To All JobsINTRODUCTION
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
BASIC QUALIFICATIONS
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- 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 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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. Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
INTRODUCTION
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
BASIC QUALIFICATIONS
- A valid and active Series 7 license is required or may be obtained within 120 days condition of employment
- 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 120 days of starting in the role as a condition of employment
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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. Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 99+ Client Associate Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Client Associate Jobs at JPMorganChase
Align your credentials to FINRA requirements early
JPMorganChase Client Associates often need Series 7 and Series 66 licenses. Start your licensing process before your job search, since sponsorship timelines and visa status changes can complicate exam eligibility windows once you're mid-offer.
Target wealth management branches over retail
Client Associate roles in JPMorganChase's Private Bank and Advisor Services divisions tend to have stronger specialty occupation arguments under USCIS standards than general branch roles, making H-1B or E-3 sponsorship more straightforward to file and defend.
Confirm sponsorship intent before final interview rounds
JPMorganChase routes sponsorship approvals through central HR, not individual hiring managers. Ask your recruiter directly whether the specific role and business line is approved for visa sponsorship before investing time in later interview stages.
Understand the LCA filing timing for your start date
Your employer must file a certified Labor Condition Application with the DOL before USCIS can process your H-1B or E-3 petition. LCA certification typically takes seven business days, so factor that into your expected start date conversation with your JPMorganChase recruiter.
Use Migrate Mate to find open Client Associate roles
Filtering for visa-sponsoring employers manually is time-consuming. Migrate Mate surfaces Client Associate openings at JPMorganChase specifically verified for sponsorship history, so you can prioritize applications to roles where a path forward actually exists.
Prepare a degree equivalency letter if you hold a three-year credential
If your bachelor's degree is from a three-year program outside the U.S., get a credential evaluation through a NACES-member service before your offer stage. USCIS requires this documentation to satisfy the specialty occupation degree requirement for financial services roles.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Client Associates?
Yes, JPMorganChase sponsors H-1B visas for Client Associate roles, particularly within its wealth management and advisory services divisions where the specialty occupation standard is easier to support. Sponsorship is managed centrally through JPMorganChase's HR and immigration team, so approval depends on the specific business line and role level, not individual manager discretion. Confirming sponsorship eligibility with your recruiter early in the process is the most reliable way to avoid late-stage surprises.
Which visa types does JPMorganChase commonly use for Client Associate roles?
JPMorganChase files sponsorship across several nonimmigrant and immigrant visa categories for Client Associates. H-1B is the most common route for candidates from most countries, while Australian citizens can pursue the E-3 visa, which has no lottery and is generally faster to obtain. H-1B1 visa is available for Chilean and Singaporean nationals. For candidates seeking permanent residence, JPMorganChase also files EB-2 and EB-3 Green Card petitions for qualifying employees in this function.
How do I apply for Client Associate jobs at JPMorganChase?
You can apply through JPMorganChase's careers portal at careers.jpmorgan.com. Search for 'Client Associate' and filter by location and business line. Migrate Mate also lists open Client Associate positions at JPMorganChase with verified sponsorship history, which makes it easier to identify roles where international candidates have a realistic path. Tailor your application to highlight relevant financial services experience, client-facing skills, and any FINRA licenses you hold or are pursuing.
What qualifications does JPMorganChase expect for Client Associate roles?
Most Client Associate positions at JPMorganChase require a bachelor's degree in finance, business, economics, or a related field. Candidates who already hold or are pursuing FINRA Series 7 and Series 66 licenses are strongly preferred, particularly for roles in Advisor Services or the Private Bank. Prior experience in financial services, client relationship management, or wealth management operations gives your application a clear advantage over general business backgrounds.
How do I understand the sponsorship timeline for a Client Associate offer at JPMorganChase?
For H-1B sponsorship, USCIS opens registration in March for an October 1 start date, so timing your offer and onboarding around that cycle matters. The E-3 visa for Australian citizens moves faster since there's no lottery and consular appointments in Australia can often be scheduled within a few weeks. In both cases, JPMorganChase's immigration team handles the petition preparation, but you should expect at least four to eight weeks between offer acceptance and an approved filing.