Chase · 22 hours ago
Asset Management - External Client Advisor - Georgia - Vice President
Work At Home - Georgia, Atlanta, GA, 30331, US
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 serve financial advisors in Georgia, providing tailored investment solutions and fostering strong partnerships to drive market share across various investment vehicles.
BankingFinancial 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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Company data provided by crunchbase