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Regional Client Advisor & VP, Asset Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-15
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-15
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
A leading financial institution in New York seeks a Regional Client Advisor to establish and expand its client base among RIAs, Bank & Trusts, and Family Offices. This role involves consultative selling of investment products and requires excellent interpersonal skills, teamwork, and a consultative mindset. Candidates must have a Bachelor’s degree and relevant licenses, with a willingness to travel. The position offers competitive compensation and a range of benefits, emphasizing diversity and inclusion in the workplace.
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