Asset Management, Wealth Management, Internal Client Advisor, Associate

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.

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

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. 

AM Description

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. 

Our Team

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)