Location: Atlanta, GA, United States

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 Generalist Client Advisor, you will partner with Specialist Client Advisors to best serve financial advisors in the Georgia territory with a commitment to building “clients for life”. You will be a solutions-oriented professional with a consultative approach, able to establish rapport, build trust, and collaborate effectively within a team of teams. You will represent a growing suite of investment vehicles, including SMA, Tax Smart SMAs, Direct Indexing, Alternatives (private equity, real estate, infrastructure), Active ETFs, mutual funds, and 401K solutions.

 

Job 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.

 

Required Qualifications, Capabilities, and Skills:

·       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 Qualifications, Capabilities, and Skills:

• Established local relationships preferred at Raymond James, Edward Jones, LPL, and Ameriprise.

 

 

Great opportunity to join JP Morgan Asset Management Independent Broker Dealer Sales team!