JPMorgan Chase
Asset Management, IBD Internal Client Advisor (Internal Wholesaler), Associate
$60K
Columbus, OH · Full-time · Posted Oct 22, 2026
- Experience
- 2+ years’ experience
- Education
- Bachelor’s degree required.
About the job
Supports financial advisors and territory sales goals by marketing JPMAM investment products, providing client service and market insights, and helping construct risk-adjusted portfolios.
What you'll do
- Build client and prospect relationships through proactive, consultative phone conversations and provide responsive client service.
- Partner with the Client Advisor on territory sales goals, scheduling, follow-up, and lead generation.
- Share market insights and portfolio analytics to support financial advisors and their clients.
What they ask for
- Bachelor’s degree.
- 2+ years’ experience.
- Series 7 and Series 63.
- Strong sales aptitude, financial-markets interest, communication and presentation skills, and ability to build relationships.
Nice to have
- Financial service and/or related sales leadership experience.
Pay
USD 60,000.00 - USD 60,000.00 base salary
Model-written summary · the original posting is authoritative