JPMorgan Chase
Asset Management - Client Advisor - RIA Channel - Southeast
$85K–$100K
Atlanta, GA +2 · Full-time · Posted Sep 10, 2026
- Location
- Atlanta, GA
Raleigh, NC
Charlotte, NC - Education
- Bachelor’s degree required.
About the job
Serve as a client advisor for J.P. Morgan Asset Management in the Southeast, building relationships with advisory and institutional clients and delivering investment solutions and portfolio insights.
What you'll do
- Develop client relationships and position investment products to grow assets under management.
- Share market, retirement, and portfolio-construction insights; lead client meetings, presentations, and events.
- Coordinate with internal teams to provide client service and support strategic initiatives; travel regularly across the territory.
What they ask for
- Bachelor’s degree.
- Series 7 & 63 securities licenses.
- Proven client relationship management experience, preferably in an institutional or advisory setting.
- Willingness to travel weekly within the assigned territory.
Nice to have
- Experience in wholesaling (internal or external).
- Innovation mindset and adaptability to change.
Pay
USD 85,000-$100,000.00 base salary (Atlanta, GA); USD 85,000.00-$100,000.00 base salary (Charlotte, NC)
Model-written summary · the original posting is authoritative