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JPMorgan Asset Management - Wealth Wirehouse 
United States, Illinois, Chicago 
535401444

29.05.2025

Job Responsibilities:

  • Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition
  • Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
  • Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
  • Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals
  • Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
  • Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape
  • Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

Required qualifications, capabilities and skills

  • Bachelor’s degree required
  • Two years of financial service experience and/or related sales leadership experience
  • Series 7 and Series 63 required
  • Self-starter with passion for sales and the financial markets
  • Proven results shown through sustainable achievement in a competitive environment
  • Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
  • Capacity to build relationships across entire organization and with our partner firms
  • Excellent verbal communication and presentation skills