DCIO Internal Client Advisor - 401(k) Growth

Aumni; Columbus (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management seeks an Internal Client Advisor for Defined Contribution Investment Only.

The role drives 401(k) pipeline in a specified region, partnering with advisor firms and internal teams to grow territory sales and promote investment-only recordkeeping solutions. The candidate will prepare analytics and proposals with advisors, manage multiple deal stages, and build relationships across the organization and partner firms.

Qualifications

• 2+ years financial sales experience, experience selling over the phone required.
• Proven track record of success in selling Investment Management or Retirement plans.
• Excellent written and verbal communication skills.

Responsibilities

• Drive 401(k) pipeline and territory sales growth with advisor firms.
• Engage with advisors to align activities and promote JP Morgan retirement solutions.
• Prepare and deliver investment analytics and client proposals with advisors.

Skills

Phone sales

Relationship building

Financial markets knowledge

Communication skills

CRM proficiency

Education

Bachelor's degree

Tools

CRM system

Licensing knowledge

Job description

J.P. Morgan Asset & Wealth Management seeks an Internal Client Advisor for Defined Contribution Investment Only.

The role drives 401(k) pipeline in a specified region, partnering with advisor firms and internal teams to grow territory sales and promote investment-only recordkeeping solutions. The candidate will prepare analytics and proposals with advisors, manage multiple deal stages, and build relationships across the organization and partner firms.