JPMorgan Chase
Asset Management - Everyday 401K Internal Client Advisor - Associate
$70K
Chicago, IL · Full-time · Posted Oct 28, 2026
- Experience
- 2+ years of financial sales experience.
About the job
Distributes J.P. Morgan’s small-market 401(k) solution by partnering with Chase Business Bankers to grow regional sales and support clients through onboarding and ongoing relationships.
What you'll do
- Drive 401(k) pipeline and sales growth in a specified region with Chase Business Bankers.
- Prepare client presentations, manage sales activities and guide clients through onboarding.
- Support client relationships in collaboration with Bankers, Client Advisors, Relationship Managers and plan administration staff.
What they ask for
- 2+ years of financial sales experience.
- Track record of selling investment management and/or retirement plans and maintaining relationships.
- Strong communication, relationship-building, multitasking and prioritization skills; ability to learn industry and product knowledge.
- Have or be able to obtain within the first 120 days Series 7 and Series 63 (or 66).
Nice to have
- Bachelor's degree preferred.
Pay
$70,000.00 - $70,000.00 USD base salary
Model-written summary · the original posting is authoritative