Client Advisory Associate — Investment Solutions

Fairygodboss

Chicago (IL)

On-site

USD 75,000 - 110,000

Full time

5 days ago

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Benefits offered by this job

Competitive compensation

Benefits package

Job summary

JPMorgan Asset Management in Chicago is seeking an Internal Client Advisor to support financial advisors by delivering timely investment solutions and market insights. You will collaborate with a Client Advisor to promote our mutual funds, ETFs, and separately managed accounts, focusing on building trusted relationships and delivering value in a collaborative team environment.

The role emphasizes strong communication, deep product knowledge, and a commitment to helping clients achieve their

Qualifications

Bachelor's degree required.
2+ years' experience in financial services or sales.
Series 7 and Series 63 required.
Strong verbal communication and presentation skills.
Ability to build relationships across the organization and with partner firms.

Responsibilities

Develop relationships with top-tier clients and prospects through consultative, proactive phone conversations.
Provide superior client service by being responsive and client-focused.
Leverage technologial tools to showcase resources to financial advisors.
Collaborate with Client Advisor to achieve territory sales goals.
Demonstrate territory management through timely follow-up and lead generation.
Convey Market Insights to aid client understanding of market dynamics.
Assist advisors in building risk-adjusted portfolios with Portfolio Insights knowledge.