Asset Management - Private Wealth Alternatives, Client Advisor, Southeast Region

Location: Tampa, FL, United States

Job Family: Client Sales

About the Role

Join JP Morgan Chase's esteemed Asset Management division as a Private Wealth Alternatives Client Advisor in the Southeast Region, based in Tampa, FL. This role offers a unique opportunity to drive sales and advisory services for alternative investments tailored to high-net-worth clients. As part of the Private Wealth Alternatives Sales team, you will play a pivotal role in expanding JP Morgan's footprint in private equity, hedge funds, real estate, and other illiquid assets, leveraging the firm's global resources and reputation as a leader in financial services. Ideal candidates are passionate about delivering personalized wealth solutions in a dynamic, client-centric environment. In this position, you will engage directly with affluent individuals, family offices, and institutional clients across Florida, Georgia, and surrounding states, providing expert guidance on integrating alternatives into diversified portfolios. Responsibilities include sourcing new business through networking and referrals, conducting in-depth needs assessments, and collaborating with JP Morgan Private Bank colleagues to ensure seamless service delivery. You will analyze market opportunities, prepare compelling investment recommendations, and monitor performance to help clients achieve their long-term financial objectives while navigating complex regulatory landscapes. JP Morgan Chase values innovation, integrity, and excellence, offering a supportive culture with robust training and career growth paths. This role demands a blend of sales acumen, financial expertise, and relationship-building prowess, rewarding top performers with substantial impact on client success and firm growth. If you thrive in a fast-paced setting and are committed to upholding the highest standards of fiduciary responsibility, this position within one of the world's premier financial institutions awaits your expertise.

Key Responsibilities

• Prospect, develop, and maintain relationships with high-net-worth individuals and families in the Southeast Region
• Advise clients on alternative investment opportunities, including private equity, real estate, and hedge funds
• Collaborate with JP Morgan Private Bank advisors to deliver holistic wealth management solutions
• Conduct client meetings, presentations, and portfolio reviews to drive asset allocation decisions
• Identify and capitalize on cross-selling opportunities within JP Morgan's asset management offerings
• Monitor market trends and regulatory changes to provide timely insights to clients
• Achieve sales targets for alternative investments and contribute to team revenue goals
• Ensure compliance with all internal policies and external regulations in client interactions
• Build and leverage a network of referral sources, including CPAs, attorneys, and other professionals
• Prepare customized investment proposals and due diligence reports for client consideration

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in private wealth management, alternatives sales, or financial advisory roles
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Proven track record of client acquisition and retention in high-net-worth segments
• Deep knowledge of alternative investments including private equity, hedge funds, and real assets
• Ability to travel within the Southeast Region as needed
• Strong understanding of regulatory requirements in the financial services industry

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high-net-worth clients (UHNW) in the Southeast US
• Prior roles at a top-tier investment bank or wealth management firm
• Familiarity with JP Morgan Chase's product suite and platform
• Bilingual proficiency in Spanish or another language spoken in the Southeast Region

Required Skills

• Expertise in alternative investments and portfolio construction
• Strong client relationship management and consultative selling
• Financial modeling and valuation techniques for private assets
• Proficiency in CRM systems like Salesforce
• Analytical skills for market research and risk assessment
• Excellent communication and presentation abilities
• Negotiation and deal-closing expertise
• Knowledge of SEC and FINRA regulations
• Strategic thinking for long-term client planning
• Team collaboration in a matrixed organization
• Adaptability to dynamic market conditions
• Discretion and ethical judgment in handling sensitive client data
• Technical proficiency in Microsoft Office Suite and financial software
• Cultural sensitivity for diverse client bases in the Southeast
• Time management for balancing multiple client portfolios

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.