Asset Management - Everyday 401K Internal Client Advisor - Associate

JPMorgan Chase & Co. • Chicago, IL

2d

About The Position

The Internal Client Advisor is part of the Workplace Retirement team and supports distribution of JPMC’s small-market 401(k) solution in partnership with Chase Business Bankers. The role provides tools and insights to help clients build stronger retirement plans and improve participant outcomes. It focuses on driving sales across a specified geographic territory, supporting client presentations and onboarding, managing sales activities, and coordinating with bankers, client advisors, relationship managers, and plan administration staff.

Requirements

• At least 2 years of financial sales experience.
• Demonstrated 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 have, or be able to obtain within the first 120 days, Series 7 and Series 63 or Series 66 licenses.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

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

Benefits

• Competitive total rewards package, with base salary based on role, experience, skill set, and location.
• 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
• Education Level: No Education Listed