Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
On-site · Chicago, Illinois, United States
Job Summary
Internal Client Advisor within our financial advisory team, partnering with a Client Advisor to market JPMAM mutual funds, ETFs, and separately managed accounts; develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations; provide superior client service and leverage technological tools to showcase resources to financial advisors; collaborate with external wholesalers to align on territory sales objectives; demonstrate territory management through timely follow-up, advisor scheduling, and lead generation; convey Market Insights to aid clients’ understanding of the market landscape; assist financial advisors in constructing strong risk-adjusted portfolios using Portfolio Insights analytics.
Required Qualifications
- Bachelor’s degree required.
- 2+ years’ experience
- Series 7, Series 63
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