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

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Asset Management is seeking an Internal Client Advisor to support financial advisors in navigating capital markets by delivering timely mutual fund, ETF, and separately managed account solutions. This role emphasizes collaboration, strong communication, and a drive to help clients reach their investment goals.

In this position you will cultivate relationships with top-tier clients, provide responsive service, and leverage JPMAM tools to present resources effectively.

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 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.

Skills

Bachelor's degree

2+ years experience

Sales mindset

Strong communication

Relationship building

Presentation skills

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