JPMorgan Chase
Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate
$70K
Chicago, IL · Full-time · Posted Oct 2, 2026
- Experience
- 2+ years of financial sales experience.
About the job
Distributes JPMorgan Chase’s small-market 401(k) solution by partnering with Chase Business Bankers to grow regional sales and support clients through the sales and onboarding process.
What you'll do
- Drive 401(k) pipeline and sales growth in a designated region with Chase Business Bankers.
- Develop prospecting plans and deliver client presentations, proposals, product comparisons, and onboarding guidance.
- Coordinate sales activities and work with bankers, client advisors, relationship managers, and plan administration staff to support client relationships.
What they ask for
- Proven success selling investment management and/or retirement plans and maintaining relationships.
- Strong multitasking, communication, relationship-building, and ability to learn and demonstrate industry and product knowledge.
- Familiarity with financial markets, market terminology, capital markets history, and the retirement space.
- Must have or obtain within the first 90 days Series 7 and Series 63 (or 66).
Nice to have
- Bachelor's degree.
Pay
$70,000.00 - $70,000.00 USD base salary
Model-written summary · the original posting is authoritative