JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.

As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in navigating the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who enjoy collaborative work, possess strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented team member with a genuine passion for the markets.

Job Responsibilities: 

 Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value propositionProvide superior client service by being responsive, thoughtful and making the clients’ needs the focusLeverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly wayPartner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goalsDemonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generationConvey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscapeAssist 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 degreeTwo years of financial service experience and/or related sales leadership experienceSeries 7 and Series 63 Self-starter with passion for sales and the financial marketsProven results shown through sustainable achievement in a competitive environmentAbility to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplaceCapacity to build relationships across entire organization and with our partner firmsExcellent verbal communication and presentation skills

Preferred qualifications, capabilities and skills

Spanish speaking preferred