JP Morgan Chase & Co.

Asset Management, Wealth Management, Internal Client Advisor

JP Morgan Chase & Co. • $80K — $95K *
Chicago, IL 60603In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of financial sales experience, particularly over the phone
  • Proven success in selling Investment Management and/or Retirement plans
  • Strong multi-tasking abilities and priority management
  • In-depth understanding of industry knowledge and competition
  • Ability to build relationships across the organization and with partner firms
  • Familiarity with financial markets and various asset classes
  • Excellent written and verbal communication skills

Responsibilities

  • Share insights about financial markets with financial advisors
  • Assist in constructing tailored investment portfolios
  • Provide specific investment solutions based on client needs
  • Cultivate relationships with advisors through effective communication
  • Leverage global resources to enhance client service

Benefits

  • Extensive coaching for professional development
  • Opportunities for career advancement
  • Access to a wide range of global resources
  • Supportive team environment focused on achieving goals
Full Job Description
JOB DESCRIPTION

As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.

 

Responsibilities:

The primary role of the internal client advisor (ICA) is to work with financial advisors to

  • Share insights around financial markets
  • Help construct investment portfolios
  • Provide specific investment solutions based on client needs

Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.

Qualifications: 

  • 2+ years financial sales experience, experience selling over the phone needed
  • Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
  • Proven success with multi-tasking and staying on top of priorities
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
  • Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
  • Excellent written and verbal communication skills
  • Ability to effectively leverage our global resources  

Candidate must also demonstrate strong leadership abilities, including:

  • Ability to drive sales results
  • Focus and desire to increase and retain the firm's assets
  • Drive to exceed activity and manage multiple territory priorities
  • Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
  • Ability to grow, develop and maintain working relationships with advisors
  • Proficiency in the use our customer relationship management (CRM) system
  • Effectiveness in presenting to financial advisors

Education:

  • Bachelor's degree required
  • Licensing: Required prior to hiring or obtain: SIE, Series 7, Series 63 (or 66)

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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