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

Fairygodboss; 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 (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.

Compensation & Benefits

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.

EEO Statement

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.

Base Pay/Salary

Chicago, Il $70,000 - $70,000