Asset Management Client Advisor Associate — Growth & Insights

Testing Site - JPMC; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Asset Management in New York seeks an Internal Client Advisor Associate to help financial advisors understand capital markets and deliver timely solutions. You will promote mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor.

The role emphasizes building strong client relationships, leveraging advanced tools, and aligning with an external wholesaler to drive territory sales while delivering market insights.

Qualifications

• Bachelor’s degree is required.
• Self-starter with passion for sales and the financial markets.
• Proven results shown through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace.
• Capacity to build relationships across entire organization and with partner firms.
• Series 7 and Series 63.
• Two years of financial service experience preferred and/or related sales leadership experience.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive conversations.
• Provide superior client service by being responsive and placing clients’ needs first.
• Leverage cutting-edge tools to showcase resources to financial advisors.
• Partner with external Client Advisor to align on sales objectives for the territory.
• Demonstrate effective territory management with timely follow-up and lead generation.
• Convey Market Insights thoughts to aid clients’ understanding of market dynamics.
• Assist advisors in constructing strong risk-adjusted portfolios using Portfolio Insights.

Skills

Sales drive

Relationship building

Financial markets knowledge

Self-starter

Education

Bachelor’s degree

Job description

JPMorgan Asset Management in New York seeks an Internal Client Advisor Associate to help financial advisors understand capital markets and deliver timely solutions. You will promote mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor.

The role emphasizes building strong client relationships, leveraging advanced tools, and aligning with an external wholesaler to drive territory sales while delivering market insights.