Internal Client Advisor, Wealth & Asset Management Associate

JPMorganChase; Chicago (IL); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking an Investment Consultant Associate (ICA) to join our internal sales team in Chicago. You will collaborate with a senior territory-based sales partner to develop a holistic strategy for a large advisor territory, service existing clients, identify new opportunities, and spend most of your time on the phone building relationships with advisors.

Successful candidates will possess strong knowledge of financial markets and the ability to clearly explain complex concepts,

Qualifications

• 2+ years financial sales experience, experience selling over the phone needed.
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships.
• Proven success with multi-tasking and staying on top of priorities.
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise).
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships).
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
• Excellent written and verbal communication skills.
• Ability to effectively leverage our global resources.

Responsibilities

• Share insights around financial markets.
• Help construct investment portfolios.
• Provide specific investment solutions based on client needs.

Skills

Financial sales

Phone sales

Relationship building

Multi-tasking

Industry knowledge

CRM proficiency

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63/66

Tools

CRM system

Job description

JPMorgan Chase is seeking an Investment Consultant Associate (ICA) to join our internal sales team in Chicago. You will collaborate with a senior territory-based sales partner to develop a holistic strategy for a large advisor territory, service existing clients, identify new opportunities, and spend most of your time on the phone building relationships with advisors.

Successful candidates will possess strong knowledge of financial markets and the ability to clearly explain complex concepts,