JPMorgan Chase
Asset Management - Everyday 401k Internal Client Advisor - Associate
$70K
Chicago, IL · Full-time · Posted Jan 22, 2026
- Experience
- 2+ years of financial sales experience.
- Education
- Bachelor's degree preferred.
About the job
Distributes JPMC’s small-market 401(k) solution by partnering with Chase Business Bankers to grow regional sales and support clients through onboarding and ongoing relationship management.
What you'll do
- Build 401(k) sales pipelines and grow territory sales with Chase Business Bankers.
- Prepare and deliver client presentations, proposals, and product comparisons, and guide clients through onboarding.
- Coordinate sales activities and collaborate with bankers, client advisors, relationship managers, and plan administration staff.
What they ask for
- Proven success selling Investment Management and/or Retirement plans and maintaining relationships.
- Ability to build relationships, manage priorities, and communicate effectively in writing and verbally.
- Familiarity with financial markets, market terminology, capital markets history, and the retirement space.
- Have or be able to obtain within the first 90 days Series 7; Series 63 (or 66).
Pay
USD 70,000.000-$70,000.00 base salary
Model-written summary · the original posting is authoritative