Asset Management - Client Advisor - Chase Wealth Management Channel - Southwest Region

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 supporting clients and leveraging the capabilities of our global firm to deliver investment solutions.

About the role

As a Client Advisor in the Chase Wealth Management Channel, you will cover the Southwest portion of the United States, focused exclusively on Private Client Advisors and local field leaders at CWM. 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.

Responsibilities

• Lead and expand relationships with Regional Directors of Wealth, Market Directors of Wealth, and Private Client Advisors.
• 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.

Requirements

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

• Experience in wholesaling (internal or external) is preferred.
• Client relationship management in an institutional or advisory setting.
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Additional Information

This role requires regular travel within the Southwest part of the United States.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.