Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate
On-site · Columbus, Ohio, United States
Job Summary
Asset Management - Internal Client Advisor / Retirement Plan Specialist (Associate) with JPMorgan Chase & Co. leading retirement client solutions for small to mid-sized defined contribution plans. Role focuses on educating advisors on record-keeping solutions (Retirement Link and Everyday 401K), providing plan insight and competitive perspectives, coordinating with DC and retail sales to promote platform solutions, implementing the sales process to uncover opportunities, and supporting external sales teams by ensuring content, capabilities, and tools are aligned. Requires relationship-building, multi-tasking across territories, strong communication, and a solid understanding of the retirement industry; Bachelor’s degree and licensing (Series 7 and Series 63) required within 90 days of hire.
Required Qualifications
- Bachelor's degree
- Series 7
- Series 63
- All Licensing is required within 90 days of hire
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