Bilingual Internal Client Advisor – Finance Solutions

JP Morgan Chase; Miami (FL); On-site; USD 65,000 - 110,000; Full time

Job summary

J.P. Morgan Internal Sales is seeking an Internal Client Advisor (ICA) to collaborate with a senior sales partner and cover a territory of financial advisors in the Miami region. You will service existing clients, identify new business opportunities, and drive ideas that benefit advisors and their clients.

The ICA role emphasizes strong market knowledge, consultative selling, and the ability to communicate complex ideas clearly, supporting both client outcomes and firm growth.

Qualifications

• Spanish fluency required (written and verbal).
• 2+ years of financial sales experience, telephone sales required.
• Proven track record in selling Investment Management/Retirement plans and maintaining relationships.
• Ability to multitask and prioritize effectively across territories.
• Capability to learn and demonstrate industry and product knowledge; understand competition and markets.
• Ability to build relationships across the organization and with partner firms.
• Strong written and verbal communication; able to leverage global resources.
• Licensing: Series 7 and Series 63 (or 66) required prior to hiring.

Responsibilities

• Share insights around financial markets with financial advisors.
• Help construct investment portfolios and provide investment solutions based on client needs.
• Explain complex financial concepts in simple, repeatable terms to clients.

Skills

Spanish fluency

Financial sales

Multi-tasking

Industry/Product knowledge

Relationship building

Communication skills

CRM usage

Licensing readiness

Job description

J.P. Morgan Internal Sales is seeking an Internal Client Advisor (ICA) to collaborate with a senior sales partner and cover a territory of financial advisors in the Miami region. You will service existing clients, identify new business opportunities, and drive ideas that benefit advisors and their clients.

The ICA role emphasizes strong market knowledge, consultative selling, and the ability to communicate complex ideas clearly, supporting both client outcomes and firm growth.