JPMorganChase · 1 day ago
Asset Management - Internal Client Advisor - Associate
Columbus, OH
Full-time
Onsite
Entry Level
$65K/yr - $65K/yr
2+ years expJ.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. The Asset Management - Investment Only Internal Client Advisor will drive sales growth of JPMC's investment products within retirement solutions, partnering with advisors to enhance client retirement plans.
Asset ManagementBankingFinancial Services
Responsibilities
Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists
Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales
Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources
Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc
Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close
Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity
Qualification
Required
2+ years of financial sales experience
Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
Proven success with multi-tasking and staying on top of priorities
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space
Excellent written and verbal communication skills
Ability to effectively leverage our global resources
Bachelor's degree required
Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
2026-01-08
Crunchbase News
2026-01-08
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