Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
On-site · Columbus, Ohio, United States
Job Summary
Internal Client Advisor within JPMAM’s financial advisory team, collaborating with a Client Advisor to market mutual funds, ETFs, and separately managed accounts while supporting financial advisors. Responsibilities include developing strong relationships with top-tier clients and prospects through consultative phone conversations, delivering superior client service, leveraging analytical tools and Market Insights to aid client understandings of the market, coordinating with the external wholesaler to achieve territory sales goals, and driving territory management, lead generation, and timely follow-up. The role emphasizes building client relationships, effective communication, and proficiency in financial markets and products to help clients achieve investment goals.
Required Qualifications
- Bachelor’s degree required
- 2+ years’ experience
- 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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