Asset Management - Client Advisor - Wealth Management Channel - Houston

JPMorgan Chase & Co.•Fort Worth, TX

2d•Hybrid

About The Position

As a Client Advisor in the Wealth Management Channel, you will be responsible for expanding J.P. Morgan Asset Management’s presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors. 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 market perspectives and portfolio construction insights. Success in this role requires strong relationship management, a consultative approach, and close collaboration with internal partners to drive growth and outstanding client outcomes.

Requirements

Bachelor’s degree required.
Active Series 7 and Series 63 licenses.
Proven experience in client relationship management and consultative sales.
Strong communication, presentation, and interpersonal skills; ability to influence and build credibility with senior stakeholders.
Demonstrated ability to collaborate and drive results within a team-based coverage model.
High level of professionalism, organization, and self-discipline.
Willingness to travel weekly within the assigned territory.
Client-first mindset with a focus on delivering tailored solutions and long-term partnerships.

Nice To Haves

Wholesaling experience (internal or external) strongly preferred.
Experience supporting client relationships in an institutional, intermediary, or advisory environment.
Adaptability and an innovation mindset; comfort navigating change and ambiguity.
Strong emotional intelligence and stakeholder management skills.

Responsibilities

Build, deepen, and expand relationships with Financial Advisors, Market Directors, and Private Client Advisors across the territory.
Deliver consultative, goals-based investment solutions to help clients increase assets under management across ETFs, mutual funds, SMAs, and alternatives.
Communicate J.P. Morgan’s market views and portfolio construction perspectives through established programs, insights, and thought leadership.
Serve as the primary point of contact—advocating for client needs and ensuring a high-quality experience.
Lead and coordinate the Integrated Client Team and internal partners to deliver seamless support and execute strategic initiatives.
Organize and lead client meetings, presentations, and events to drive engagement and outcomes.
Prioritize effectively, managing time and resources to ensure consistent and disciplined territory coverage.
Represent J.P. Morgan’s values of integrity, excellence, and partnership in every interaction.
Travel regularly within the assigned territory to meet with clients and prospects.