Asset Management: Internal Client Advisor Associate

Testing Site - JPMC; Chicago (IL); On-site; USD 90,000 - 115,000; Full time

Job summary

JPMorgan Asset Management is seeking an Internal Client Advisor in the Chicago area to support financial advisors with timely solutions. You will build relationships, promote mutual funds, ETFs, and managed accounts, and collaborate with an external wholesaler to meet territory sales goals.

The role requires strong communication skills, a proactive sales mindset, and the ability to work in a collaborative environment to help clients achieve their investment objectives.

Qualifications

• Bachelor’s degree required.
• 2+ years’ experience.
• Series 7 and Series 63 licenses.
• Strong verbal communication and presentation skills.
• Proven results in a competitive environment.
• Ability to learn industry and product knowledge.
• Capacity to build relationships across the organization.

Responsibilities

• Develop relationships with top-tier clients through consultative, proactive phone conversations.
• Provide superior client service by being responsive and thoughtful to clients' needs.
• Leverage technology tools to showcase resources to financial advisors.
• Collaborate with the Client Advisor to achieve territory sales goals.
• Demonstrate territory management through timely follow-up and lead generation.
• Convey Market Insights to aid clients’ understanding of market changes.
• Assist advisors in constructing risk-adjusted portfolios with Portfolio Insights.

Skills

Verbal communication

Presentation skills

Sales mindset

Teamwork

Relationship building

Education

Bachelor's degree

Job description

JPMorgan Asset Management is seeking an Internal Client Advisor in the Chicago area to support financial advisors with timely solutions. You will build relationships, promote mutual funds, ETFs, and managed accounts, and collaborate with an external wholesaler to meet territory sales goals.

The role requires strong communication skills, a proactive sales mindset, and the ability to work in a collaborative environment to help clients achieve their investment objectives.