Financial Advisory Solutions Associate

Aumni; 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) 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.