Asset Management - Internal Client Advisor - Associate jobs in United States
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JPMorganChase · 7 hours ago

Asset Management - Internal Client Advisor - Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $70K/yr
date2+ years exp

JPMorgan Asset Management helps clients meet their financial goals through industry-leading investment solutions. As an Internal Client Advisor Associate, you will assist financial advisors in understanding capital markets and marketing investment products while providing superior client service and leveraging technology.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Series 7Series 63Financial service experienceSales leadership experienceClient serviceMarket knowledgeRelationship buildingSelf-starter

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

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

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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.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

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 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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