Southeast Institutional Client Advisor - Invest Solutions

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Client Advisor in the Institutional Advisor Channel to cover the Southeast, including Georgia, North Carolina, South Carolina, and Southern Virginia.

You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Private Banks, and Multi-Family Offices. Responsibilities include expanding relationships, delivering consultative investment solutions across ETFs, mutual funds, SMAs, and alternatives;

Qualifications

• Bachelor's degree required.
• Series 7 and 63 securities licenses required.
• Proven experience in client relationship management, preferably in 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.

Responsibilities

• Lead and expand relationships with clients, focusing on RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, SMA, and alternative investments to increase assets under management.
• Communicate JP 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.
• Travel regularly within the assigned territory to meet with clients and prospects.

Skills

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Professionalism

Education

Bachelor's degree

Tools

Series 7 license

Series 63 license

Job description

J.P. Morgan Asset Management is seeking a Client Advisor in the Institutional Advisor Channel to cover the Southeast, including Georgia, North Carolina, South Carolina, and Southern Virginia.

You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Private Banks, and Multi-Family Offices. Responsibilities include expanding relationships, delivering consultative investment solutions across ETFs, mutual funds, SMAs, and alternatives;