JPMorgan Chase
Asset Management - Everyday 401k Internal Client Advisor - Associate
$60K
Columbus, OH · Full-time · Posted Nov 3, 2025
- Experience
- 2+ years of financial sales experience.
About the job
Distributes J.P. Morgan’s small-market 401(k) solution in a specified region, partnering with Chase Business Bankers to grow sales and support clients through onboarding and ongoing relationships.
What you'll do
- Build the regional 401(k) sales pipeline and develop prospecting plans with Bankers.
- Prepare client presentations, proposals, and product comparisons; guide clients through onboarding.
- Coordinate sales activities and support client relationships with Bankers, Relationship Managers, and recordkeeping staff.
What they ask for
- 2+ years of financial sales experience.
- Proven success selling investment management and/or retirement plans and maintaining relationships.
- Strong multitasking, relationship-building, and written and verbal communication skills; familiarity with financial markets and retirement.
- Must have or obtain within the first 120 days Series 7 and Series 63 (or 66).
Nice to have
- Bachelor's degree.
Pay
Columbus,OH $60,000.00-$60,000.00 USD base salary
Model-written summary · the original posting is authoritative