Regional Client Advisor - Wealth Solutions VP

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Asset Management seeks a Regional Client Advisor to expand its client base among RIAs, banks and family offices in the New York region. You will consultatively position mutual funds, ETFs, separately managed accounts and alternatives while sharing market insights.

In the Institutional Advisor Channel, you will collaborate with Integrated Teams, manage relationships, and travel as needed to serve clients.

Qualifications

• Bachelor’s degree; Series 7 & 63 licenses required.
• Strong consultative, relationship-building skills.
• Ability to travel up to 6 times per year.
• High integrity and professionalism.
• Experience with RIAs, banks and family offices preferred.
• Knowledge of mutual funds, ETFs, SMA and alternatives.

Responsibilities

• Build clients for life across RIAs, banks and family offices in the region.
• Collaborate with Integrated Teams and JP Morgan partners.
• Establish and grow JP Morgan clients with RIAs, banks and family offices.
• Position mutual funds, ETFs, SMAs and alternatives to grow assets.
• Convey JP Morgan views on markets, retirement and portfolio construction.
• Earn and maintain trust of the clients we serve.

Skills

Solutions mindset

Team player

Interpersonal skills

Emotional intelligence

Travel readiness

Consultative selling

Professionalism

Results oriented

Education

Bachelor’s degree; Series 7 & 63 licenses

Job description

JPMorgan Asset Management seeks a Regional Client Advisor to expand its client base among RIAs, banks and family offices in the New York region. You will consultatively position mutual funds, ETFs, separately managed accounts and alternatives while sharing market insights.

In the Institutional Advisor Channel, you will collaborate with Integrated Teams, manage relationships, and travel as needed to serve clients.