JPMorgan Asset Management- Internal Client Advisor 

United States, Ohio, Columbus 

780682086

Job Summary:

As an Internal Client Advisor (internal wholesaler), you will assist financial advisors in navigating the complexities of the broader capital markets by offering timely solutions. You will partner with a Client Advisor (external wholesaler), and together, you will strive to meet the goals for your territory by successfully marketing our mutual funds, ETFs, and separately managed accounts. This role is most rewarding for candidates who enjoy working collaboratively, are strong communicators, and are passionate about making a meaningful difference in helping others achieve their investing goals

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 focusing on clients' needs.
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way.
• Partner with the 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.
• 2+ years’ experience
• Series 7, Series 63
• Self-starter with a 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 the entire organization and with our partner firms.
• Excellent verbal communication and presentation skills.

Preferred qualifications, capabilities and skills:

• Financial service and/or related sales leadership experience is preferred