Chase · 3 weeks ago
Asset Management - Internal Client Advisor Registered Investment Advisor - Associate
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Entry Level
$70K/yr - $70K/yr
2+ years expChase is a leader in financial services, and they are seeking an Internal Client Advisor Associate within their Asset Management team. This role involves helping financial advisors navigate capital markets while marketing investment solutions such as mutual funds and ETFs, and providing exceptional client service.
BankingFinancial Services
Responsibilities
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan 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
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
Series 7 and Series 63
Preferred
Two years of financial service experience preferred and/or related sales leadership experience
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
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