You haven't searched anything yet.
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 Platform Solutions Client Advisor, you will work in partnership with J.P. Morgan Asset Management’s RIA channel to provide our clients with solutions to help them grow their practice, including portfolio construction and automated, Tax-Smart implementation capabilities of J.P. Morgan and 55ip. These capabilities include: Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and Represent J.P. Morgan’s suite of investment solutions
You are a team player who brings energy, creativity, and a strong spirit of collaboration to help grow our firm, while bringing scalability to the clients we serve. You must value collective success, thrive in a team environment, and have a demonstrated ability to partner with asset management and technology professionals, along with the RIA clients we serve.
Job Responsibilities
Required qualifications, capabilities and skills
Full Time
Banking
$69k-93k (estimate)
05/26/2024
07/25/2024
jpmorganchase.com
MCKINNEY, TX
>50,000
1968
>$50B
Banking
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran.
More
Show less