Asset Management - Internal Client Advisor Independent Broker Dealer - 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 (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