Asset Management Advisor Associate — Client Solutions

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Asset Management (JPMAM) is seeking an Internal Client Advisor to support financial advisors in navigating capital markets and marketing mutual funds, ETFs, and separately managed accounts. The role emphasizes collaboration, communication, and delivering disciplined investment solutions to clients.

This position requires a bachelor's degree, 2+ years of experience, and Series 7/63 licenses. You will work with a team to achieve territory sales goals, leveraging advanced tools and market

Qualifications

• Bachelor's degree is required.
• 2+ years' experience in financial services or sales.
• Series 7 and Series 63 licenses are required.
• Strong sales orientation and knowledge of financial markets is essential.
• Excellent verbal communication and presentation skills are expected.
• Ability to build relationships across the organization and with partner firms.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive conversations that convey the JPMAM value proposition.
• Provide superior client service by being responsive and focused on clients' needs.
• Leverage cutting-edge tools to showcase resources to financial advisors in a user-friendly way.
• Collaborate with the Client Advisor to align on objectives and achieve territory sales goals.
• Demonstrate effective territory management with timely follow-up, advisor scheduling, and lead generation.
• Convey Market Insights to aid clients' understanding of market dynamics.
• Assist financial advisors in constructing risk-adjusted portfolios using Portfolio Insights analytics.

Skills

Strong communication

Relationship building

Self-starter

Presentation skills

Financial markets knowledge

Series 7

Series 63

Education

Bachelor's degree

Job description

JPMorgan Asset Management (JPMAM) is seeking an Internal Client Advisor to support financial advisors in navigating capital markets and marketing mutual funds, ETFs, and separately managed accounts. The role emphasizes collaboration, communication, and delivering disciplined investment solutions to clients.

This position requires a bachelor's degree, 2+ years of experience, and Series 7/63 licenses. You will work with a team to achieve territory sales goals, leveraging advanced tools and market