Asset Management - Everyday 401K Internal Client Advisor - Associate

JPMorganChase • Chicago, IL

1d

About The Position

J.P. Morgan Asset & Wealth Management is a global investment and wealth management business serving institutional, high-net-worth, and retail clients across major markets. Its offerings span major asset classes and include retirement products and services, brokerage and banking services, trusts and estates, loans, mortgages, and deposits.

As part of the Workplace Retirement team, the Internal Client Advisor distributes JPMC’s small-market 401(k) solution in partnership with Chase Business Bankers. The role provides tools and insights to help bankers build stronger retirement plans for their clients and improve participant outcomes. The advisor supports sales and client engagement across a specified geographic region, from prospecting and presentations through onboarding and the ongoing client relationship.

Requirements

• At least 2 years of financial sales experience.
• A proven track record of success selling investment management and/or retirement plans and maintaining relationships.
• Demonstrated ability to multitask and stay on top of 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 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 in partnership with Chase Business Bankers serving small- and micro-market clients.
• Coordinate with bankers and their leaders to align activities with shared goals, promote JPMC 401(k) plan recordkeeping solutions, and develop strategic prospecting plans.
• Prepare and deliver client presentations with bankers from the initial stage through the final stage, and guide clients through onboarding.
• 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 the Client Advisor to coordinate territory planning and management.
• Help maintain client relationships in collaboration with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

What This Job Offers

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