Investment Jobs in Austin, TX
Investment jobs in Austin, Texas are concentrated in the downtown financial district, the Domain, and along the South Congress corridor, with active hiring across private equity, venture capital, and wealth management. Firms currently posting roles include JPMorganChase, Dimensional Fund Advisors, and Kestra Financial. See the openings below and apply to the ones that match your experience.
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
- Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
- Develop investment policy statements and advise on asset allocation
- Closes sales of complex investment products
- Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
- Build excellent working relationships with internal clients
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
- Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
- Bachelor's degree required; MBA or CFA preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Seven plus years' experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
- Ideal candidate has prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.
Job Responsibilities
- Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products
- Develop investment policy statements and advise on asset allocation
- Closes sales of complex investment products
- Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
- Build excellent working relationships with internal clients
- Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
- Provide guidance to junior staff
Required Qualifications, Capabilities, Skills
- Bachelor's degree required; MBA or CFA preferred
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Seven plus years' experience in Private Banking or Financial Services industry
- Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning
Preferred Qualifications, Capabilities, Skills
- Ideal candidate has prior experience providing complex investment solutions to individuals
- In depth experience and/or knowledge of hedge funds, private equity and alternative investments
- Able to execute trades smoothly and seamlessly and tasked with managing brokerage activity
- Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See All 140+ Investment Jobs in Austin
Find roles in Austin that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Job Market in Austin
Who's Hiring
- JPMorganChase23
- Dimensional Fund Advisors23
- Kestra Financial16
- BDO USA8
- DLA Piper8
Top Industries Hiring
- Investment & Asset Management23
- Fintech16
- Banking & Financial Services16
- Law & Legal Services8
- Accounting & Auditing8
Investment Jobs in Austin: Frequently Asked Questions
How do I get a investment job in Austin?
The strongest entry points in Austin are its venture capital ecosystem and the wealth management firms clustered downtown and in the Domain. Candidates who can demonstrate portfolio analysis experience, financial modeling fluency, or a CFA designation stand out locally. Austin's tech-heavy economy means firms prize candidates with exposure to growth-stage companies, so experience evaluating early-stage deals or startup balance sheets gives you a real edge over generalist applicants.
Which companies hire investments in Austin?
Employers hiring investments in Austin right now include JPMorganChase, Dimensional Fund Advisors, and Kestra Financial, based on current listings on Migrate Mate as of September 2026. Austin's investment employer mix ranges from regional private equity shops and family offices to the investment arms of large financial services companies that have relocated or expanded into the city.
Are there remote investment jobs in Austin?
Yes, though availability depends heavily on the role, since deal execution and client-facing wealth management positions tend to require on-site presence while research, financial modeling, and analyst roles are more commonly hybrid. About 34% of investment openings tied to Austin are remote or hybrid as of September 2026, with the Domain and downtown firms more likely to offer structured hybrid schedules for analytical roles than for senior deal professionals.
How can I get a investment job in Austin with little or no experience?
The most realistic entry path in Austin is through financial analyst or junior associate roles at the mid-size private equity and venture capital firms that actively recruit locally. Austin's strong university presence means firms are accustomed to entry-level candidates, and internships at local family offices or fintech companies often convert to full-time offers. Showing hands-on work with financial models, even from coursework or personal projects, matters more here than a big-brand pedigree.
Which industries hire the most investments in Austin?
The sectors hiring the most investments in Austin are Investment & Asset Management, Fintech, and Banking & Financial Services, based on current listings on Migrate Mate as of September 2026. Austin's rapid growth as a technology and corporate relocation hub has driven outsized demand from both venture-backed startups seeking deal support and established firms expanding their Texas operations.
See All 140+ Investment Jobs in Austin
Find roles in Austin that match your experience and apply in just a few clicks.
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