Apply Now    

Asset Management - Client Advisor - RIA & Bank Channel - Texas

Req #: 180033137
Location: Work At Home, TX, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)

J.P. Morgan Funds Management
Client Advisor - Registered Investment Advisor  & Bank Trust Channel - State of Texas

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2017.)

 

We seek a driven and committed External Wholesaler to join our organization's Funds Management division in the role of Client Advisor. The Client Advisor will foster relationships with RIA & Bank Trust organizations and deliver the broad-based, asset management products and services of our firm including:

  • Mutual Funds
  • Separately Managed Accounts
  • Privately Placed Funds
  • Structured Products

This position will provide added value support in a consultative manner according to individual advisor needs for the State of Texas Territory. This includes delivering a holistic approach to asset management with the ability to leverage our extensive capabilities and significant market insights. 

Examples of specific activities include:

  • Delivering specialized training for Advisors on the markets
  • Providing advanced sales presentations on JPM capabilities


 

Successful candidates will have demonstrable

  • Achievements in a financial sales environment
  • Relationships with RIA and bank trust organizations and their respective advisors

  • Ability to capture, increase and retain Assets Under Management
  • Relationships with R.I.A organizations and their respective advisors
  • Industry and product knowledge
  • Capacity to build positive and effective internal and external relationships
  • Excellent written and verbal communication skills
  • Management of an assigned territory as their own business
  • Experience developing and implementing sales and marketing business plans

This position requires 

  • Minimum 7 years financial services sales experience
  • Bachelors degree, CIMA or CFA preferred

 

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.