Asset Management - Everyday 401K Internal Client Advisor - Associate

JPMorgan Chase & Co. • Chicago, IL

11d

About The Position

As an Associate on J.P. Morgan Asset & Wealth Management’s Workplace Retirement team, the Everyday 401K Internal Client Advisor supports distribution of JPMC’s small-market 401(k) solution in partnership with Chase Business Bankers. The role provides tools and insights to help bankers assist clients in building stronger retirement plans and improving participant outcomes. The advisor drives sales in a specified geographic territory, collaborates with bankers on prospecting and client engagement, supports presentations and proposals, and helps guide clients through onboarding and implementation. The role also works with Client Advisors, Relationship Managers, and plan administration staff to coordinate territory planning and maintain client relationships.

Requirements

• At least 2 years of financial sales experience.
• A proven record of success selling investment management and/or retirement plans and maintaining relationships.
• Demonstrated ability to multitask and manage priorities.
• Ability to learn and demonstrate industry and product knowledge, including understanding competitors, clients, and the marketplace.
• Ability to build relationships across the organization and with partner firms.
• Familiarity with financial markets, market terminology, capital markets history, and the retirement industry.
• Excellent written and verbal communication skills.
• Ability to effectively leverage available resources.
• Must hold or be able to obtain Series 7 and Series 63 (or Series 66) within the first 120 days.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Drive 401(k) pipeline and sales growth in a specified geographic region with Chase Business Bankers, serving small- and micro-market clients.
• Work with bankers and their leaders to align activities with shared goals, promote JPMC 401(k) recordkeeping solutions, and develop strategic prospecting plans for territory sales growth.
• Prepare and deliver client presentations with bankers from the initial stage through final presentations, and guide clients through onboarding to support implementation or transition.
• Manage multiple aspects of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities.
• Engage with bankers to support effective client engagement from point of sale throughout the client relationship.
• Partner with a Client Advisor on integrated territory planning and management.
• Help maintain client relationships in collaboration with J.P. Morgan Relationship Managers and recordkeeper plan administration staff.

Benefits

• Competitive total rewards package, including base salary; eligible roles may also receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed