Internal Client Advisor Associate, Asset Management (401(k))

Aumni; Chicago (IL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking an Asset Management - Internal Client Advisor - Associate to join their Chicago team. In this role, you will focus on driving 401(k) sales growth and managing client relationships in collaboration with Chase Business Bankers.

The ideal candidate will have at least 2 years of financial sales experience and a strong ability to communicate effectively. A Bachelor's degree is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• 2+ years of financial sales experience.
• Proven track record in selling Investment Management and/ or Retirement plans.
• Ability to learn and demonstrate industry and product knowledge.

Responsibilities

• Drive 401(k) pipeline and sales growth in partnership with Chase Bankers.
• Engage with bankers to align activities and optimize business results.
• Prepare and deliver client presentations to ensure optimal client implementation.

Skills

Financial sales experience

Investment Management knowledge

Relationship management

Excellent written and verbal communication

Education

Bachelor's degree preferred

Job description

TwinThread is seeking an Asset Management - Internal Client Advisor - Associate to join their Chicago team. In this role, you will focus on driving 401(k) sales growth and managing client relationships in collaboration with Chase Business Bankers.

The ideal candidate will have at least 2 years of financial sales experience and a strong ability to communicate effectively. A Bachelor's degree is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development.