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JPMorganChase · 3 hours ago

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate

Columbus, OH

Full-time

Onsite

Entry Level

2+ years exp

JPMorganChase is a leading financial institution that provides innovative financial solutions globally. As an Internal Client Advisor, you will assist financial advisors in navigating capital markets and marketing investment solutions while building strong relationships with clients and leveraging technology to enhance service delivery.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Series 7Series 63Financial markets knowledgeSales experienceVerbal communicationPresentation skillsRelationship building

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

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

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees

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)