Job Description

Join the global leader in financial services, JPMorgan Chase & Co., with operations in over 60 countries and assets exceeding $2.7 trillion. We're seeking professionals to join our Asset & Wealth Management division, renowned for its investment and wealth management services for institutions, high-net-worth team members, and retail investors worldwide. We offer a broad range of investment management across all major asset classes, retirement products, and banking services. As part of our team, you'll contribute to our two-century heritage of unmatched investment experience and insight.

Job Summary

As an Internal Client Advisor within the J.P. Morgan internal sales team, you will collaborate closely with a senior territory-based sales partner to devise a comprehensive strategy for a territory of financial advisors. Your role will involve servicing existing clients and identifying new business opportunities. You will spend a significant portion of your time on the phone, fostering relationships, establishing partnerships, and exchanging ideas that benefit both the advisors and their clients. We offer extensive coaching to support your goal achievement and ongoing professional development.

Job 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, Capabilities and Skills: 

2+ years financial sales experience, experience selling over the phone needed 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 SIE, Series 7, Series 63