Investment Associate Jobs in Arizona
Investment Associate jobs in Arizona are actively hiring, with demand concentrated in private equity, wealth management, real estate investment, and corporate finance across a seniority range from entry-level analyst to senior associate. Phoenix and Scottsdale anchor the market, with Tempe adding volume through its finance and fintech corridor, and employers such as Vanguard, Western Alliance Bancorporation, and Brookfield Asset Management maintaining a consistent presence in the state. The most sought-after specialties include private credit analysis, real estate underwriting, and portfolio management support. Find a role that fits below and apply directly.
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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 Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Job responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
- At least 3 years of experience leading teams and coaching in a client-focused environment
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements
- FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment
- Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Possess strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth Management and investment product and technology acumen
- Ability to travel 25% of the time
• 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
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
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 Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Job responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
- At least 3 years of experience leading teams and coaching in a client-focused environment
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements
- FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment
- Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Possess strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth Management and investment product and technology acumen
- Ability to travel 25% of the time
• 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
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
See All 7 Investment Associate Jobs in Arizona
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Find Investment Associate JobsInvestment Associate Jobs by City in Arizona
Where Arizona roles are concentrated, by current openings.
Investment Associate Job Market in Arizona
A snapshot from current Arizona openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Arizona Employers Look For
The qualifications that appear most often in investment associate jobs across Arizona.
- FINRA Series 63 or Series 65 license required or expected within first year
- Bachelor's degree in finance, economics, accounting, or a related field required
- Proficiency in financial modeling and valuation using Excel or comparable tools
- One to three years of experience in investment banking, private equity, or asset management
- CFA candidacy or progress toward the charter is strongly preferred by most Arizona employers
- Strong written and verbal communication skills for investor reporting and deal memos
Investment Associate Jobs in Arizona: Frequently Asked Questions
How do you become an investment associate in Arizona?
Most investment associate roles in Arizona require a bachelor's degree in finance, economics, or accounting, followed by relevant analytical experience in banking, asset management, or corporate finance. Arizona does not have a state-issued license specific to investment associates, but roles involving investment advice or securities typically require FINRA registration, such as the Series 65 or Series 63, administered through the Arizona Corporation Commission. Pursuing the CFA designation significantly strengthens candidacy with Arizona employers.
Which companies hire investment associates in Arizona?
Employers hiring investment associates in Arizona right now include JPMorganChase, based on current listings on Migrate Mate as of November 2026. Arizona's concentration of wealth management firms, real estate investment companies, and regional banks in Phoenix and Scottsdale means hiring activity is consistent and spread across multiple industry verticals.
Which Arizona cities have the most investment associate jobs?
Tempe, Mesa, and Chandler account for the largest share of investment associate openings in Arizona. Phoenix dominates due to its dense concentration of financial services headquarters and regional offices, Scottsdale attracts wealth management and private equity activity tied to its high-net-worth population, and Tempe contributes volume through its growing fintech and corporate finance sector anchored by major employers near Arizona State University.
Are there remote investment associate jobs in Arizona?
Yes, and more than many finance roles. About 0% of investment associate openings tied to Arizona are remote or hybrid as of November 2026, reflecting the desk-based and analytical nature of the work. Research, financial modeling, and portfolio monitoring tasks are most commonly performed remotely, while deal execution, client-facing responsibilities, and due diligence meetings typically require in-person presence.
How can I get hired as an investment associate in Arizona with little or no experience?
The most realistic entry path is through a financial analyst or junior analyst role at an Arizona bank, regional asset manager, or corporate treasury department, then transitioning after demonstrating modeling and research skills. Western Alliance Bancorporation and Arizona-based credit unions often hire recent graduates into analyst rotations. Completing the CFA Level I exam, building a financial model portfolio, and pursuing internships with Phoenix-area private equity or wealth management firms gives candidates without direct experience a concrete edge.
Where can I find and apply to investment associate jobs in Arizona?
You can find and apply to investment associate jobs in Arizona on Migrate Mate, which lists current Arizona openings from employers actively hiring. Find roles that fit your experience and location, then apply directly through each listing.
See All 7 Investment Associate Jobs in Arizona
Find roles in Arizona that match your experience and apply in just a few clicks.
Find Investment Associate Jobs