JPMorgan Chase
Asset Management - DCIO Internal Client Advisor - Associate
Columbus, OH · Full-time · Posted Sep 10, 2026
- Experience
- 2 or more years of financial sales experience; phone sales experience is needed.
- Education
- Bachelor's degree required.
About the job
Drives 401(k) sales and pipeline growth in an assigned region by partnering with financial advisors, preparing investment proposals, and managing the sales process.
What you'll do
- Develop advisor partnerships and strategic prospecting plans to grow territory sales.
- Prepare investment analytics and client proposals, and guide advisors on participant education resources.
- Manage sales activities including meetings, product comparisons, pipeline tracking, follow-up, and coordination with internal teams.
What they ask for
- At least 2 years of financial sales experience, including selling over the phone.
- Proven sales success in investment management and/or retirement plans, with relationship-management experience.
- Strong communication, presentation, multitasking, and relationship-building abilities; proficiency with a CRM system.
- Must have or be able to obtain Series 7 and Series 63 (or 66) within the first 120 days.
Tools
CRM
Model-written summary · the original posting is authoritative