Asset Management - Client Advisor - Wealth Management Channel - Houston

JPMorganChase; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase's J.P. Morgan Asset Management is seeking a Client Advisor in the Wealth Management channel to expand the firm’s presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors.

You will lead an Integrated Client Team to deliver investment insights and portfolio construction ideas across ETFs, mutual funds, SMAs, and alternatives. The role requires strong relationship management, a consultative sales approach, and collaboration with

Qualifications

• Bachelor's degree required.
• Active Series 7 and Series 63 licenses.
• Proven experience in client relationship management and consultative sales.
• Strong communication and presentation skills; ability to influence senior stakeholders.
• Willingness to travel weekly within the territory.

Responsibilities

• Build and expand relationships with Financial Advisors and other partners in the territory.
• Deliver tailored investment solutions across ETFs, mutual funds, SMAs, and alternatives.
• Lead the Integrated Client Team and coordinate internal partners to support clients.
• Organize meetings and events to drive engagement and outcomes.
• Represent JPMorgan Chase values in all interactions.

Skills

Relationship Management

Consultative Sales

Communication Skills

Team Collaboration

Education

Bachelor's Degree

Job description

Job Description
J.P. Morgan Asset Management is committed to delivering exceptional service to our clients and business partners. Our sales and client service teams, marketing partners, and product specialists collaborate across the global JPMorgan Chase platform to bring differentiated investment insights and solutions to institutions, intermediaries, and individuals. Clients face an ever-evolving set of portfolio challenges—and we meet them with a singular focus: offering investment solutions designed to help achieve their goals in the way that's best for them.

Job Description
J.P. Morgan Asset Management is committed to delivering exceptional service to our clients and business partners. Our sales and client service teams, marketing partners, and product specialists collaborate across the global JPMorgan Chase platform to bring differentiated investment insights and solutions to institutions, intermediaries, and individuals. Clients face an ever-evolving set of portfolio challenges—and we meet them with a singular focus: offering investment solutions designed to help achieve their goals in the way that's best for them.
As a Client Advisor in the Wealth Management Channel, you will be responsible for expanding J.P. Morgan Asset Management's presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors. 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 market perspectives and portfolio construction insights. Success in this role requires strong relationship management, a consultative approach, and close collaboration with internal partners to drive growth and outstanding client outcomes.

Job Responsibilities

• Build, deepen, and expand relationships with Financial Advisors, Market Directors, and Private Client Advisors across the territory.
• Deliver consultative, goals-based investment solutions to help clients increase assets under management across ETFs, mutual funds, SMAs, and alternatives.
• Communicate J.P. Morgan's market views and portfolio construction perspectives through established programs, insights, and thought leadership.
• Serve as the primary point of contact—advocating for client needs and ensuring a high-quality experience.
• Lead and coordinate the Integrated Client Team and internal partners to deliver seamless support and execute strategic initiatives.
• Organize and lead client meetings, presentations, and events to drive engagement and outcomes.
• Prioritize effectively, managing time and resources to ensure consistent and disciplined territory coverage.
• Represent J.P. Morgan's values of integrity, excellence, and partnership in every interaction.
• Travel regularly within the assigned territory to meet with clients and prospects.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree required.
• Active Series 7 and Series 63 licenses.
• Proven experience in client relationship management and consultative sales.
• Strong communication, presentation, and interpersonal skills; ability to influence and build credibility with senior stakeholders.
• Demonstrated ability to collaborate and drive results within a team-based coverage model.
• High level of professionalism, organization, and self-discipline.
• Willingness to travel weekly within the assigned territory.
• Client-first mindset with a focus on delivering tailored solutions and long-term partnerships.

Preferred Qualifications, Capabilities, And Skills

• Wholesaling experience (internal or external) strongly preferred.
• Experience supporting client relationships in an institutional, intermediary, or advisory environment.
• Adaptability and an innovation mindset; comfort navigating change and ambiguity.
• Strong emotional intelligence and stakeholder management skills.

Additional Information
This role requires regular travel throughout the Houston area and Louisiana.

About Us
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

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.