Investment Associate Jobs at JPMorganChase with Visa Sponsorship
Investment Associate jobs at JPMorganChase sit at the intersection of financial analysis, client advisory, and deal execution across the firm's global business lines. JPMorganChase has a strong track record of sponsoring international talent for this function, making it a realistic target for skilled candidates who need work authorization.
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Get Access To All JobsJOB 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 be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
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 license is required or may be obtained within a 120 day 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
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.
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.
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 be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
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 license is required or may be obtained within a 120 day 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
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.
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.
See all Investment Associate Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Associate Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Investment Associate Jobs at JPMorganChase
Tailor your credentials to specialty occupation standards
Investment Associate roles at JPMorganChase typically require a degree directly tied to finance, economics, or a quantitative field. USCIS evaluates specialty occupation fit closely, so make sure your transcripts and any credential evaluations clearly reflect that alignment before you apply.
Target JPMorganChase's structured analyst pipelines
JPMorganChase hires Investment Associates heavily through its full-time analyst-to-associate conversion tracks and MBA associate programs. If you're on OPT, targeting these pipelines improves your odds because the firm's HR and legal teams are already set up to handle the transition to H-1B sponsorship.
Search open Investment Associate roles on Migrate Mate
Migrate Mate filters JPMorganChase's open Investment Associate positions by visa sponsorship type, so you can confirm which roles are actively being staffed for sponsored candidates before you invest time in a full application.
Understand how JPMorganChase structures LCA filings
As a large financial institution, JPMorganChase files Labor Condition Applications with DOL that cover specific worksite locations and prevailing wage levels. If you're asked to work across multiple offices or client sites, confirm with your recruiter how the LCA accounts for worksite flexibility.
Plan your OPT timeline around JPMorganChase's offer cycle
JPMorganChase's Investment Associate offers typically come three to six months before a start date. If your OPT expiration falls within that window, apply for STEM OPT extension early so there's no gap in work authorization when your H-1B petition is being prepared.
Prepare for green card conversations during the offer stage
JPMorganChase sponsors EB-2 and EB-3 Green Cards for Investment Associates, but PERM labor certification timelines can run two years or longer. Raise the question of permanent residence sponsorship during offer negotiation, not after you've started, so expectations are documented from the beginning.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Investment Associates?
Yes. JPMorganChase sponsors H-1B visas for Investment Associates and is one of the more active financial services employers in this space. The firm participates in the annual H-1B lottery, so timing your offer around the April filing window matters. If you're already on a valid H-1B visa from a prior employer, JPMorganChase can file an H-1B transfer without waiting for the lottery.
Which visa types does JPMorganChase commonly use for Investment Associates?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for Investment Associates, covering candidates from general international backgrounds, Singapore and Chile nationals, and Australian citizens respectively. For longer-term permanent residence, the firm also supports EB-2 and EB-3 Green Card sponsorship through PERM labor certification for this role category.
How do I apply for Investment Associate jobs at JPMorganChase?
You can browse currently open Investment Associate positions at JPMorganChase that include visa sponsorship through Migrate Mate, which surfaces roles filtered by sponsorship type. For direct applications, JPMorganChase posts openings through its careers portal. MBA associate and full-time analyst conversion roles often have earlier application deadlines, so tracking recruitment cycles for those tracks is worth doing proactively.
What qualifications does JPMorganChase expect for Investment Associate roles?
JPMorganChase typically expects a bachelor's or master's degree in finance, economics, accounting, or a closely related quantitative field for Investment Associate hires. For USCIS H-1B purposes, the degree field needs to align directly with the role's duties. Candidates coming through MBA pipelines are generally expected to have prior finance or consulting experience, and financial modeling proficiency is evaluated during the interview process.
How do I time my application to align with JPMorganChase's H-1B sponsorship process?
H-1B cap-subject petitions must be filed with USCIS by April 1 for an October 1 start date, so JPMorganChase needs to extend an offer and complete the Labor Condition Application with DOL before that window opens. If you need cap-subject sponsorship, targeting a start date in late summer and receiving your offer by February or March gives the firm sufficient time to prepare and file your petition.