Chase · 1 month ago
Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase is a leading financial services firm that helps clients meet their financial goals through industry-leading investment solutions. As an Internal Client Advisor, you will assist financial advisors in navigating capital markets and marketing mutual funds, ETFs, and managed accounts, while building strong client relationships and providing superior service.
BankingFinancial 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 focusing on clients' needs
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with the 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
2+ years' experience
Series 7, Series 63
Self-starter with a 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 the entire organization and with our partner firms
Excellent verbal communication and presentation skills
Preferred
Financial service and/or related sales leadership experience is preferred
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial IT
2026-01-09
2026-01-09
2026-01-09
Company data provided by crunchbase