Regional Advisor Jobs
Regional Advisor jobs are open across financial services, healthcare, nonprofit, and education, at every level from associate to senior and director, with specializations in client relations, territory management, and strategic outreach. Find a role that fits below and apply directly.
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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 Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management – US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA's, Bank & Trusts, and Family Offices in the region. Your role will involve consultative positioning of mutual funds, ETF's, separately managed accounts, and alternative investments to boost assets under management. Additionally, you will be responsible for conveying JP Morgan's perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
Job Responsibilities
- Build “clients for life,” as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
- Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.
- Work within an Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA's, Bank & Trusts and Family Offices.
- Work with these clients to consultatively position mutual funds, ETF's, separately managed accounts and alternative investments to increase assets under management.
- Communicate JP Morgan's views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.
- Earn and keep the trust of the clients we serve.
Required qualifications, capabilities and skills
- Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust
- Team-player, willingness to work within a team structure and partner with internal and external parties
- Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
- Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills
- Must be willing to travel into the Region - expected frequency of 6 times per year is required
- Consultative approach, not a product pusher
- Bachelor's degree; Series 7 & 63 licenses
- Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget
- Demonstrated professionalism-presence, communication style
- Excellence-refuses to settle for second best, both process and results oriented
Preferred Qualifications, capabilities and skills
- Knowledge and understanding of wholesaling as an internal or external is preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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 Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management – US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA's, Bank & Trusts, and Family Offices in the region. Your role will involve consultative positioning of mutual funds, ETF's, separately managed accounts, and alternative investments to boost assets under management. Additionally, you will be responsible for conveying JP Morgan's perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
Job Responsibilities
- Build “clients for life,” as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
- Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.
- Work within an Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA's, Bank & Trusts and Family Offices.
- Work with these clients to consultatively position mutual funds, ETF's, separately managed accounts and alternative investments to increase assets under management.
- Communicate JP Morgan's views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.
- Earn and keep the trust of the clients we serve.
Required qualifications, capabilities and skills
- Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust
- Team-player, willingness to work within a team structure and partner with internal and external parties
- Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
- Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills
- Must be willing to travel into the Region - expected frequency of 6 times per year is required
- Consultative approach, not a product pusher
- Bachelor's degree; Series 7 & 63 licenses
- Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget
- Demonstrated professionalism-presence, communication style
- Excellence-refuses to settle for second best, both process and results oriented
Preferred Qualifications, capabilities and skills
- Knowledge and understanding of wholesaling as an internal or external is preferred
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Regional Advisor Jobs by Experience Level
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Find Regional Advisor JobsRegional Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in regional advisor jobs.
- Bachelor's degree in business, finance, education, or a related field
- Demonstrated experience managing a defined geographic territory or region
- Strong verbal and written communication skills for stakeholder and client engagement
- Proficiency with CRM platforms to track outreach, pipeline, and account activity
- Ability to travel within an assigned region on a regular basis
- Experience presenting to groups, senior leadership, or external partner organizations
Tips for Your Regional Advisor Job Search
Tailor your resume to territory language
Regional advisor postings consistently reward candidates who frame past roles around defined geographies, account volumes, and stakeholder counts. Replace vague responsibilities with concrete territory ownership language so hiring managers immediately see how you managed a region.
Highlight relationship management outcomes
Employers prioritize advisors who can prove they deepened client or partner relationships, not just maintained them. Rewrite each bullet to show what changed in a relationship under your management, whether retention improved, referrals grew, or partner engagement increased.
Apply early to roles that fit
Migrate Mate lists regional advisor openings from across the United States in one place, so you can find roles that match your geography and specialty and apply directly to each listing.
Filter by industry vertical before applying
Regional advisor roles differ significantly between financial services, healthcare, and education. Your materials, examples, and interview prep should speak the specific language of that vertical. Applying with generic documents to multiple sectors weakens every application.
Prepare a territory strategy for interviews
Many regional advisor panels ask you to walk through how you would prioritize accounts or build presence in an unfamiliar territory. Practice a concise answer that shows your prioritization logic, prospecting approach, and how you balance existing accounts against new opportunities.
Negotiate on scope, not just compensation
Regional advisors often have room to negotiate the size of their territory, the mix of house accounts versus self-sourced, and travel expectations. Clarifying these before you accept saves conflict later and signals you understand the operational realities of the role.
Regional Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most regional advisors?
The most active employers for regional advisors right now are Swickard Auto, Sentara, and M&T Bank, and the most openings are in New York, Oregon, and Virginia, based on current listings on Migrate Mate as of November 2026. Demand is consistent across financial services, healthcare systems, and education-sector organizations.
How many regional advisor jobs are remote?
About 33% of regional advisor openings are fully remote or hybrid as of November 2026, though the role's territory-based nature means many positions still expect regular in-person presence. Sub-areas like inside sales advisory, benefits consulting, and program outreach coordination tend to have the highest concentration of remote or hybrid arrangements.
How do you become a regional advisor?
Start with a bachelor's degree in a relevant field such as business, finance, or education. Build experience in client-facing or account management roles to develop territory ownership skills. Obtain any industry-specific licenses or certifications your target sector requires, such as securities licenses for financial services. Demonstrate a history of managing relationships across a defined geography to make your application competitive.
Can you get hired as a regional advisor without much experience?
Entry-level regional advisor roles do exist, particularly in education outreach, insurance, and benefits administration. Employers often value transferable skills like territory-based customer service, volunteer coordination, or campus engagement over direct advisory experience. Framing any role where you owned a geography, managed relationships, or represented an organization externally will strengthen an application with limited formal advisory history.
What does the regional advisor interview process look like?
Most regional advisor interviews include an initial screening call focused on your geographic availability and relationship management background, followed by one or two panel interviews with hiring managers and regional leadership. Candidates are frequently asked to walk through a hypothetical territory plan or describe how they have handled a difficult client or partner situation. Some employers add a final conversation with a senior director or executive before extending an offer.
Where can I find and apply to regional advisor jobs?
You can find and apply to regional advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your industry background, preferred geography, and seniority level, then apply directly to each one that fits.
See All 16 Regional Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Regional Advisor Jobs