Asset Management, Internal Client Advisor (Internal Wholesaler) - Associate (Columbus, OH) at JPMorgan Chase Bank, N.A.

Posted in General Business 10 days ago.

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Type: Full-Time
Location: Columbus, Ohio

Job Description:

JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.

We are looking for a thoughtful, dynamic, consultative, sales-minded individual with a true passion for the markets. As an Internal Client Advisor (internal wholesaler), you will be helping financial advisors navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a Client Advisor (external wholesaler) and you will both 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 like to work collaboratively, are strong communicators, and enjoy making a true difference in helping others achieve their investing goals.


  • 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


  • Bachelor's degree required
  • Two years of financial service experience preferred 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
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans