Asset Management: Internal Client Advisor & Growth Advocate

JPMorgan Chase; Chicago (IL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Asset Management in Chicago seeks an Internal Client Advisor to assist financial advisors in navigating capital markets and delivering timely solutions. You will work with a Client Advisor to market mutual funds, ETFs, and separately managed accounts, and build cross‑organizational relationships to help clients reach their investment goals.

Ideal candidates possess strong communication and presentation skills, 2+ years in financial services, and a bachelor’s degree.

Qualifications

• 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.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations.
• Provide superior client service by being responsive and thoughtful.
• Leverage cutting-edge tools to showcase resources to financial advisors.
• Partner with the Client Advisor to align on objectives to achieve territory sales goals.
• Demonstrate territory management through timely follow-up and lead generation.
• Convey Market Insights to aid clients' understanding of market landscape.
• Assist advisors in constructing risk-adjusted portfolios with insights from Portfolio Insights team.

Skills

Verbal communication

Presentation skills

Relationship building

Team collaboration

Education

Bachelor's degree

Series 7

Series 63

Job description

JPMorgan Asset Management in Chicago seeks an Internal Client Advisor to assist financial advisors in navigating capital markets and delivering timely solutions. You will work with a Client Advisor to market mutual funds, ETFs, and separately managed accounts, and build cross‑organizational relationships to help clients reach their investment goals.

Ideal candidates possess strong communication and presentation skills, 2+ years in financial services, and a bachelor’s degree.