Investment Solutions Advisor – Client Advisory

JPMorganChase; Chicago (IL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Chicago seeks an Internal Client Advisor to support financial advisors by delivering timely solutions across mutual funds, ETFs, and separately managed accounts.

You will work with a Client Advisor to achieve territory goals through proactive outreach and expert service. Ideal candidates thrive in a collaborative environment, have strong communication skills, and are passionate about helping clients reach their investment objectives through disciplined, informed

Qualifications

• Bachelor's degree required.
• 2+ years' experience.
• Series 7, Series 63.
• Excellent verbal communication and presentation skills.
• Ability to learn and demonstrate industry and product knowledge.

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

Sales acumen

Communication skills

Relationship building

Self-starter

Industry knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Chicago seeks an Internal Client Advisor to support financial advisors by delivering timely solutions across mutual funds, ETFs, and separately managed accounts.

You will work with a Client Advisor to achieve territory goals through proactive outreach and expert service. Ideal candidates thrive in a collaborative environment, have strong communication skills, and are passionate about helping clients reach their investment objectives through disciplined, informed