JPMorgan Chase
Asset Management - Internal Client Advisor - Associate
$70K
New York, NY · Full-time · Posted Jul 14, 2025
- Experience
- Two years of financial service experience and/or related sales leadership experience preferred.
- Education
- Bachelor’s degree
About the job
Markets JPMorgan Asset Management products to financial advisors, supports client relationships, and helps advisors understand markets and construct risk-adjusted portfolios.
What you'll do
- Build client and prospect relationships through proactive phone conversations and responsive service.
- Market mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor; support territory sales goals and lead generation.
- Share market insights and portfolio analytics to help advisors understand markets and build risk-adjusted portfolios.
What they ask for
- Bachelor’s degree
- Series 7 and Series 63
- Passion for sales and financial markets, with proven results in a competitive environment
- Ability to learn industry and product knowledge and build relationships across the organization and partner firms
Nice to have
- Two years of financial service experience and/or related sales leadership experience
Pay
$70,000-$70,000 USD base salary
Model-written summary · the original posting is authoritative