Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
On-site · Chicago, Illinois, United States
Job Summary
Internal Client Advisor within JPMAM's financial advisory team drives territory sales through consultative outreach, manages relationships with top-tier clients and prospects, partners with external wholesalers, leverages Market Insights and Portfolio Insights resources to present investment solutions (mutual funds, ETFs, and separately managed accounts), and delivers timely client service with strong communication and presentation skills. The role emphasizes collaboration, territory management, lead generation, and client-focused thought leadership to help advisors navigate capital markets and build risk-adjusted portfolios.
Required Qualifications
- Bachelors degree required
- 2+ years0experience
- Series 7, Series 63
- Self-starter with a passion for sales and the financial markets
- Proven results shown through sustainable achievement in a competitive environment
- Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
- Capacity to build relationships across the entire organization and with our partner firms
- Excellent verbal communication and presentation skills
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