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

JPMorgan Chase • Phoenix, AZ • 1h ago

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 the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

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.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

AWH Office Manager, part-time

Ageless Mens Health • Scottsdale, AZ • 20min ago

Management & Administrative

Office Manager - Ageless Women's Health Medical Front Office Coordinator / Medical Receptionist Location: Scottsdale, AZ Pay: $24 per hour Job Type: Part-time, 10 hours weekly Schedule: Scheduling options are Wednesday 8...

20min ago

Go to Apply

Market Business Development Manager

Maxim Healthcare • Phoenix, AZ • 4h ago

Management & Administrative

Market Business Development Manager Location: Phoenix, AZ Salary Range: $90,000 - $100,000 annually + $20,000 Annual Bonus Potential Drive Growth. Build Relationships. Make an Impact. Maxim Healthcare is seeking a dynami...

4h ago

Go to Apply

Sales and Service Technician

Bridgestone Americas • Peoria, AZ • 7h ago

Management & Administrative

Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including Firestone Complete A...

7h ago

Go to Apply

Administrative Assistant II- Service Division

Edward Jones • Tempe, AZ • 13h ago

Management & Administrative

This job posting is anticipated to remain open for 30 days, from 14-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones...

13h ago

Go to Apply

Customer Service Associate I

Family Dollar • Avondale, AZ • 13h ago

Management & Administrative

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommend...

13h ago

Go to Apply

Technology Customer Service

TEKsystems • Tempe, AZ • 18h ago

Management & Administrative

Position Details Company: LPL Financial Workplace Type: 100% Remote (Must reside 50miles within Tempe) Duration: 12-Month Contract- starting Oct 13th Pay: $21-23/hr Schedule: Monday-Friday, Days Job Description We're loo...

18h ago

Go to Apply

Customer Service Associate I

Dollar Tree • Chandler, AZ • 18h ago

Management & Administrative

18h ago

Go to Apply

Customer Service - Self Storage Manager

Public Storage • Sun City, AZ • 18h ago

Management & Administrative

Company Description Public Storage is the self-storage industry leader and we are Hiring Now! Earn $17.00 Per Hour Our Benefits Total Rewards package available to our team: We work Flexible and Full-Time Schedules betwee...

18h ago

Go to Apply

Customer Service - Self Storage Manager

Public Storage • El Mirage, AZ • 18h ago

Management & Administrative

18h ago

Go to Apply

Customer Service Associate - Temporary

Walgreens • Phoenix, AZ • 18h ago

Management & Administrative

1871128BR Title: Customer Service Associate - Temporary Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous,...

18h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)