Asset Management - Client Advisor - RIA Channel - Southeast

Aumni; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial planning resources

Job summary

JPMorgan Chase & Co. is seeking a Client Advisor to cover the Southeast, servicing RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver ETFs, mutual funds, SMAs, and alternatives, while communicating market views and portfolio insights.

You will build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Travel weekly is required.

Qualifications

• Bachelor’s degree required.
• Series 7 & 63 licenses are required.
• Proven client relationship management experience in institutional/advisory settings.

Responsibilities

• Lead and expand relationships with clients in RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions across ETFs, mutual funds, SMAs, and alternatives.
• Communicate market views and portfolio insights through established programs.
• Build and maintain trust as the primary contact for client needs.
• Collaborate with the Integrated Client Team and internal partners for seamless service.
• Demonstrate a consultative, solutions-oriented approach to engagement.
• Organize and lead client meetings, presentations, and events in the territory.
• Travel regularly within the territory to meet clients and prospects.

Skills

Series 7 & 63 licenses

Client relationship management

Strong communication

Travel willingness

Education

Bachelor’s degree

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a Client Advisor in the Institutional Advisor Channel, you will cover the Southeast serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.

Job Responsibilities:

• Lead and expand relationships with clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.
• Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Required qualifications, capabilities and skills:

• Bachelor’s degree required.
• Series 7 & 63 securities licenses.
• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to work collaboratively within a team structure.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.
• Consultative mindset with a focus on delivering client-centric solutions.
• Commitment to J.P. Morgan’s values and a drive for excellence.

Preferred qualifications, capabilities and skills:

• Experience in wholesaling (internal or external) is preferred.
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Additional Information:
This role requires regular travel within the Southeast.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

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.

Join JP Morgan Asset Management as a Client Advisor—lead relationships, drive growth and make a real impact while advancing your career!