JPMorgan Chase
Asset Management, Internal Client Advisor (Internal Wholesaler), Associate
$70K
Chicago, IL · Full-time · Posted Oct 8, 2026
- Experience
- 2+ years’ experience
- Education
- Bachelor’s degree required.
About the job
Supports financial advisors through client relationships, product marketing, portfolio insights, and territory sales management for JPMAM investment solutions.
What you'll do
- Build client and prospect relationships through consultative phone conversations and provide responsive service.
- Partner with the Client Advisor to meet territory sales goals through follow-up, scheduling, and lead generation.
- Share market insights and portfolio analytics to help advisors understand markets and construct risk-adjusted portfolios.
What they ask for
- Bachelor’s degree
- Series 7 and Series 63
- Self-starter with a passion for sales and financial markets
- Excellent verbal communication and presentation skills
Nice to have
- Financial service and/or related sales leadership experience
Pay
USD $70,000 - $70,000 base salary
Model-written summary · the original posting is authoritative