Asset Management, IBD Internal Client Advisor (Internal Wholesaler), Associate

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

Description

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies—equity, fixed income, cash management, currency, asset allocation, and alternative asset classes—allows investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.

Job Summary

As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who thrive in a collaborative environment, possess strong communication skills, and are passionate about making a significant impact in helping others achieve their investment goals.

Job Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition.


• Provide superior client service by being responsive, thoughtful, and focusing on clients' needs.


• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way.


• Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals.


• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling, and lead generation.


• Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape.


• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team.

Required qualifications, capabilities and skills

• Bachelor's degree required.


• 2+ years' experience


• Series 7, Series 63


• Self-starter with a 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 the entire organization and with our partner firms.


• Excellent verbal communication and presentation skills.

Preferred qualifications, capabilities and skills

• Financial service and/or related sales leadership experience is preferred