Asset Management - Wealth Management Wirehouse Internal Client Advisor - Associate
About The Position
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in navigating the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who enjoy collaborative work, possess strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented team member with a genuine passion for the markets.
Requirements
- Bachelor's degree required
- Two years of financial service experience and/or related sales leadership experience
- Series 7 and Series 63 required
- Self-starter with passion for sales and the financial markets
- Proven results shown through sustainable achievement in a competitive environment
- Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
- Capacity to build relationships across entire organization and with our 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 making the clients' needs the focus
- Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
- Partner with 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
