Internal Client Advisor — Asset Management Growth Specialist

Aumni; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. Asset & Wealth Management seeks an Internal Client Advisor in Columbus to support financial advisors by delivering timely solutions and promoting our mutual funds, ETFs, and managed accounts.

You will collaborate with a Client Advisor, manage top-tier relationships, and use Market Insights and Portfolio Insights resources to help advisors build risk-adjusted portfolios. The role emphasizes teamwork, communication, and a passion for helping clients achieve their investment

Qualifications

• Bachelor’s degree required.
• 2+ years of client-facing sales or advisory experience.
• Series 7 and Series 63 licenses required.
• Self-starter with sales orientation and market knowledge.
• Proven track record with results in a competitive environment.
• Strong ability to learn, adapt, and understand clients and competition.
• Ability to build relationships across organization and partner firms.
• Excellent verbal communication and presentation skills.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition.
• Provide superior client service by being responsive, thoughtful, and focusing on clients' needs.
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way.
• Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals.
• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling, and lead generation.
• Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape.
• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team.

Skills

Bachelor's degree

2+ years experience

Series 7

Series 63

Self-starter

Sales oriented

Relationship building

Verbal communication

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. Asset & Wealth Management seeks an Internal Client Advisor in Columbus to support financial advisors by delivering timely solutions and promoting our mutual funds, ETFs, and managed accounts.

You will collaborate with a Client Advisor, manage top-tier relationships, and use Market Insights and Portfolio Insights resources to help advisors build risk-adjusted portfolios. The role emphasizes teamwork, communication, and a passion for helping clients achieve their investment