JP Morgan Chase & Co.

Asset Management - Internal Client Advisor - Associate

JP Morgan Chase & Co.$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a relevant field
  • Self-starter with a passion for sales and finance
  • Demonstrated success in a competitive environment
  • Ability to learn and convey industry knowledge
  • Strong relationship-building skills within the organization
  • Possession of Series 7 and Series 63 licenses
  • Preferred: Two years of financial service or sales leadership experience

Responsibilities

  • Develop strong client relationships through proactive communication
  • Provide top-notch client service by prioritizing their needs
  • Utilize advanced technology to present resources effectively
  • Align with external client advisors to meet sales objectives
  • Manage time and resources for effective lead generation and follow-up
  • Share market insights to enhance client understanding
  • Support advisors in building risk-adjusted portfolios

Benefits

  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare support
  • Tuition reimbursement programs
  • Mental health support services
  • Financial coaching
  • Diversity and inclusion initiatives
Full Job Description
Job Description

Job Summary:
As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.

Job 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

Required Qualifications, Capabilities, and Skills
  • 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 Qualifications, Capabilities, and skills
  • Two years of financial service experience preferred and/or related sales leadership experience


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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