Asset Management - Internal Client Advisor - Associate

JPMorganChase; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial institution is seeking an Internal Client Advisor Associate to support financial advisors in understanding capital markets. In this role, you will cultivate relationships with clients, deliver exceptional service, and utilize advanced technology to enhance client interactions. Candidates should possess a bachelor's degree and demonstrate a strong passion for sales and the financial industry. This position offers a dynamic work environment with competitive compensation and comprehensive benefits.

Qualifications

• 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.

Responsibilities

• Develop strong relationships with top-tier clients through consultative phone conversations.
• Provide superior client service by being responsive and focused on client needs.
• Leverage technological tools to showcase resources to financial advisors.

Skills

Self-starter

Sales passion

Relationship building

Proven results

Education

Bachelor’s degree

Job description

Job Description

JPMorgan Asset Management helps institutional and individual clients from all over 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 – allow 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 Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.

Job Responsibilities

• Develop strong relationships with top‑tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition
• Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
• Leverage cutting‑edge technological tools to showcase our resources to financial advisors in a more user‑friendly way
• Partner with 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
• 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 our partner firms
• Series 7 and Series 63

Preferred Qualifications, Capabilities, And Skills

• Two years of financial service experience preferred and/or related sales leadership experience

ABOUT US

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.