Asset Management - External Client Advisor - Carolinas - Vice President

Charlotte, NC, United States

• Job Identification
• Job Category Client Sales
• Business Unit Asset & Wealth Management
• Posting Date 03/05/2026, 02:55 PM
• Locations Work At Home - North Carolina, Research Triangle Park, NC, 27709, US
• Job Schedule Full time

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 leveragethe capabilities of our global firmto 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 with JP Morgan Asset Management, you will play a pivotal role in fostering long-term relationships with financial advisors, exclusively within the Edward Jones network. Your primary objective will be to build "clients for life" by collaborating closely with your Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role requires a consultative mindset, the ability to establish rapport, and a commitment to building and maintaining trust.

Job Responsibilities

• Partner with Generalist Client Advisors and local Edward Jones leadership to effectively serve financial advisors.
• Operate within the Independent Broker Dealer (IBD) channel, focusing on Edward Jones Financial Advisors in North and South Carolina.
• Provide field sales coverage and support to clients, with a focus on growing relationships with newer Edward Jones financial advisors.
• Consult and position mutual funds, ETFs and Separately Managed Accounts and the full suite of JPM capabilities (DC plans and models) to increase assets under management.
• Communicate JP Morgan's insights on markets, retirement, and portfolio construction through programs like Guide to the Markets, Guide to Retirement, and Portfolio Insights.

Required qualifications, capabilities and skills

• Bachelor’s Degree
• 5+ years’ experience in internal or external wholesaling
• Willingness to travel up to 80% of the time

Preferred qualifications, capabilities and skills

• Series 7, Series 63

JPMorgan

Chase, 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 ourFAQs for more information about requesting an accommodation.

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

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.