Asset Management, Internal Client Advisor, Associate

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. 

Job Summary: 

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.

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

Required 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
• 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.
• 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 processs
• Proficiency in the use our customer relationship management (CRM) system
• Effectiveness in presenting to financial advisors
• Bachelor's degree required
• Licensing: Required prior to hiring or obtain: Series 7; Series 63 (or 66)

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national or