Asset Management, Wealth Management, Internal Client Advisor, Associate

JPMorganChase; Chicago (IL); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking an Investment Consultant Associate (ICA) to join our internal sales team in Chicago. You will collaborate with a senior territory-based sales partner to develop a holistic strategy for a large advisor territory, service existing clients, identify new opportunities, and spend most of your time on the phone building relationships with advisors.

Successful candidates will possess strong knowledge of financial markets and the ability to clearly explain complex concepts,

Qualifications

• 2+ years financial sales experience, experience selling over the phone needed.
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships.
• Proven success with multi-tasking and staying on top of priorities.
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise).
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships).
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
• Excellent written and verbal communication skills.
• Ability to effectively leverage our global resources.

Responsibilities

• Share insights around financial markets.
• Help construct investment portfolios.
• Provide specific investment solutions based on client needs.

Skills

Financial sales

Phone sales

Relationship building

Multi-tasking

Industry knowledge

CRM proficiency

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63/66

Tools

CRM system

Job description

Job Description

As a member of the J.P. Morgan internal sales team, you will work with a senior territory based sales partner to develop a holistic strategy covering a territory of financial advisors. You will service existing clients while identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.

Responsibilities

• Share insights around financial markets.
• Help construct investment portfolios.
• Provide specific investment solutions based on client needs.

Successful ICA candidates will not only have a strong understanding of financial markets, but also be able to explain complex financial concepts in simple, repeatable terms.

Qualifications

• 2+ years financial sales experience, experience selling over the phone needed.
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships.
• Proven success with multi-tasking and staying on top of priorities.
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise).
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships).
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
• Excellent written and verbal communication skills.
• Ability to effectively leverage our global resources.

Leadership & Other Skills

• Ability to drive sales results.
• Focus and desire to increase and retain the firm's assets.
• Drive to exceed activity and manage multiple territory priorities.
• Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process.
• Ability to grow, develop and maintain working relationships with advisors.
• Proficiency in the use of our customer relationship management (CRM) system.
• Effectiveness in presenting to financial advisors.

Education

• Bachelor's degree required.
• Licensing: Required prior to hiring or obtain: SIE, Series 7, Series 63 (or 66).

Equal Opportunity Employer

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.