Strategic Internal Client Advisor - Asset Management

Next Frontier Capital; Columbus (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks an Internal Client Advisor to support financial advisors by delivering timely solutions and driving sales of mutual funds, ETFs, and separately managed accounts.

Collaborate with a Client Advisor to achieve territory goals through proactive outreach and strong relationship management. Ideal candidates have a bachelor’s degree, 2+ years’ experience in financial services, and Series 7/63 licenses.

Qualifications

• Bachelor's degree required.
• 2+ years’ experience in sales/financial services.
• Series 7 and Series 63 licenses required.
• Self-starter with a passion for selling and the financial markets.
• Proven results in a competitive environment.
• Ability to learn industry and product knowledge quickly.
• Capacity to build relationships across the organization and with partner firms.
• Excellent verbal communication and presentation skills.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive calls that deliver the JPMAM value proposition.
• Provide superior client service by being responsive and focusing on clients’ needs.
• Leverage technology tools to showcase resources to financial advisors in a user-friendly way.
• Partner with the Client Advisor to align on objectives to achieve territory sales goals.
• Demonstrate effective territory management with timely follow-up, scheduling, and lead generation.
• Convey Market Insights thought leadership to aid clients’ understanding of market dynamics.
• Assist advisors in constructing strong risk-adjusted portfolios using Portfolio Insights.

Skills

Sales experience

Communication skills

Series 7

Series 63

Financial markets knowledge

Self-starter

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the United States seeks an Internal Client Advisor to support financial advisors by delivering timely solutions and driving sales of mutual funds, ETFs, and separately managed accounts.

Collaborate with a Client Advisor to achieve territory goals through proactive outreach and strong relationship management. Ideal candidates have a bachelor’s degree, 2+ years’ experience in financial services, and Series 7/63 licenses.