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

Next Frontier Capital; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay

Discretionary incentive compensation

Benefits package

Job summary

JPMorgan Asset Management (JPMAM) supports institutional and individual clients worldwide with a broad array of investment strategies and tools to help achieve retirement goals and navigate dynamic markets.

As an Internal Client Advisor within our financial advisory team, you will aid financial advisors by delivering timely solutions, marketing mutual funds, ETFs, and managed accounts, and working closely with a Client Advisor to hit territory sales goals.

Qualifications

• Bachelor’s degree required.
• 2+ years’ experience in financial services or sales.
• Series 7 and Series 63 licenses required.
• 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 partner firms.
• Excellent verbal communication and presentation skills.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive conversations that deliver JPMAM value.
• Provide superior client service by being responsive and attentive to clients’ needs.
• Leverage technology tools to showcase resources to financial advisors in a user-friendly way.
• Collaborate with the Client Advisor to achieve territory sales goals.
• Demonstrate effective territory management with timely follow-up and lead generation.
• Communicate Market Insights to aid clients’ understanding of market dynamics.
• Assist advisors in constructing strong risk-adjusted portfolios with Portfolio Insights.

Skills

2+ years’ experience

Excellent verbal communication

Presentation skills

Self-starter with sales mindset

Client relationship skills

Industry knowledge of financial market

Team collaboration

Education

Bachelor's degree

Series 7

Series 63

2+ years’ experience

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

JPMorganChase, 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

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. 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.