Asset Management - Internal Client Advisor - Associate

JPMorgan Chase & Co. • New York, NY

4d

About The Position

As an Internal Client Advisor Associate within JPMorgan Asset Management, you will help financial advisors understand capital markets and provide timely solutions. In partnership with an External Client Advisor, you will market mutual funds, ETFs, and separately managed accounts. The role focuses on developing client relationships, providing responsive service, supporting territory sales goals, and helping advisors build risk-adjusted portfolios using insights and analytics from internal teams.

Requirements

• Bachelor’s degree.
• Self-starter with a passion for sales and the financial markets.
• Proven results demonstrated through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge, including understanding clients, competitors, and the marketplace.
• Ability to build relationships across the organization and with partner firms.
• Series 7 and Series 63 licenses.

Nice To Haves

• Two years of financial services experience and/or related sales leadership experience.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that communicate JPMorgan’s value proposition.
• Provide responsive, thoughtful client service focused on clients’ needs.
• Use technological tools to present JPMorgan resources to financial advisors in a user-friendly way.
• Partner with the External Client Advisor and align on objectives for achieving territory sales goals.
• Manage the territory through timely follow-up, advisor scheduling, and lead generation.
• Share Market Insights team thought leadership to help clients understand changing market conditions.
• Help financial advisors construct risk-adjusted portfolios using the knowledge and analytics of the Portfolio Insights team.

Benefits

• Competitive total rewards package, including base salary; eligible roles may 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