401(k) Retirement Plan Specialist – Associate

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management is seeking a sales-focused professional to drive a 401(k) pipeline in the Chicago area in partnership with Chase Business Bankers.

You will deliver tools and insights to help clients build stronger retirement plans and better participant outcomes. The role requires 2+ years in financial sales, strong relationship-building skills, and the ability to manage multiple tasks while learning industry knowledge.

Qualifications

• 2+ years of financial sales experience.
• Proven track record selling Investment Management and/or Retirement plans.
• Proven ability to multi-task and prioritize.
• Ability to learn industry and product knowledge (competitive landscape).
• Ability to build relationships across the organization and with partner firms.
• Familiarity with financial markets and retirement space.
• Excellent written and verbal communication skills.
• Must have or obtain Series 7 within 90 days; Series 63 (or 66).

Responsibilities

• Drive 401(k) pipeline and sales growth in a specified geographic region with Chase Business Bankers.
• Engage with Bankers and leaders to align goals and promote 401(k) plan recordkeeping solutions.
• Prepare and deliver client presentations; guide onboarding for optimal implementation.
• Manage multiple facets of the sales process: meetings, proposals, pipeline, follow-up.
• Engage with bankers for effective client engagement from point-of-sale through relationship.
• Partner with Client Advisor for integrated territory planning.
• Assist in maintaining client relationships with JP Morgan Relationship Managers and staff.

Skills

Financial sales

Retirement plans

Relationship building

Multi-tasking

Product knowledge

Communication skills

Series 7

Series 63

Education

Bachelor's degree preferred

Job description

J.P. Morgan Asset & Wealth Management is seeking a sales-focused professional to drive a 401(k) pipeline in the Chicago area in partnership with Chase Business Bankers.

You will deliver tools and insights to help clients build stronger retirement plans and better participant outcomes. The role requires 2+ years in financial sales, strong relationship-building skills, and the ability to manage multiple tasks while learning industry knowledge.