JP Morgan Chase & Co.

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

JP Morgan Chase & Co. • $100K — $120K *
Phoenix, AZ 85032In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 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.

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.

Benefits

  • Regular travel within the Southwest U.S. territory to meet clients.
  • Work within a reputable financial institution headquartered in J.P. Morgan, known for its values of integrity, excellence, and partnership.
Full Job Description
JOB DESCRIPTION

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.

Job 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.

Required qualifications, capabilities and skills:

  • 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, capabilities and skills:

  • 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 Southwest part of the United States. 

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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