JPMorganChase · 2 weeks ago
Asset Management - Wealth Management Wirehouse Internal Client Advisor - Associate
Chicago, IL
Full-time
Onsite
Entry Level
$70K/yr - $70K/yr
2+ years expJPMorganChase is a leading financial institution that provides innovative financial solutions globally. As an Internal Client Advisor, you will support financial advisors by delivering timely solutions and building strong relationships with clients, focusing on mutual funds, ETFs, and managed accounts.
Asset ManagementBankingFinancial Services
Responsibilities
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition
Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals
Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape
Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team
Qualification
Required
Bachelor's degree required
Two years of financial service experience and/or related sales leadership experience
Series 7 and Series 63 required
Self-starter with passion for sales and the financial markets
Proven results shown through sustainable achievement in a competitive environment
Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
Capacity to build relationships across entire organization and with our partner firms
Excellent verbal communication and presentation skills
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
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