JPMorganChase · 1 hour ago
Asset Management - External Client Advisor - Georgia - Vice President
Atlanta, GA
Full-time
Onsite
Mid, Senior Level
5+ years expJ.P. Morgan Asset Management is committed to providing exceptional service to clients and business partners. As a Generalist Client Advisor, you will partner with Specialist Client Advisors to serve financial advisors in Georgia, focusing on building long-term client relationships and providing tailored investment solutions.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as the primary field sales contact for financial advisors in Georgia within the Independent Broker Dealer (IBD) channel
Work collaboratively with Specialist Client Advisors to deliver comprehensive solutions and drive JPMorgan market share across mutual funds, ETFs, third-party models, managed accounts, and DC/retirement segments
Consultatively grow and retain assets under management by understanding client needs and providing tailored investment solutions
Communicate JPMorgan’s perspectives on markets, retirement, and portfolio construction through programs such as Guide to the Markets, Guide to Retirement, and Portfolio Insights
Foster strong partnerships and collaboration both internally and externally, operating within a team-based structure
Represent JPMorgan’s expanding product lineup, including SMAs, Tax Smart SMAs, Direct Indexing, Alternatives, Active ETFs, mutual funds, and 401K offerings
Qualification
Required
Minimum 5 years of asset management wholesaling experience, with a proven track record of building and maintaining advisor relationships
Demonstrated success in consultative sales and partnership-driven environments
Experience representing a broad range of investment vehicles, including alternatives and managed accounts. Client-first mindset; earns and maintains trust with financial advisors
Strong partnership and collaboration skills; thrives in a team of teams
High emotional and adaptability intelligence (EQ & AQ); excellent interpersonal skills
Bachelor's degree
Securities licenses such as Series 7 & 63
Preferred
Established local relationships preferred at Raymond James, Edward Jones, LPL, and Ameriprise
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase