Asset Management - Internal Client Advisor Independent Broker Dealer - Associate
JPMorgan Chase & Co.
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around 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—allows 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. Job Summary As an Internal Client Advisor within our financial advisory team, you will be instrumental in assisting financial advisors to navigate the complexities of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed accounts. This role is ideally suited for team members who thrive in a collaborative environment, possess strong communication skills, and are passionate about making a significant impact in helping others achieve their investment 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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry-leading... ...with less emotion. Job Summary: As an Internal Client Advisor within our financial advisory team, you will...Asset
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing industry‑leading... ...minimizing emotional trading. Job Summary As an Internal Client Advisor within our financial advisory team, you will...Asset
- ...HSI Broker Dealer Ops Analyst 2, New Account Onboarding Specialist... ...dealer operations including client onboarding, asset movement, and account... ...Market Fund investments Manage daily settlement processes... ...provide information and test internal controls Assist in the...AssetFull timeH1bWork at officeRemote workWork from homeFlexible hours
- Global Supplier Services manages the operation for the... ...requests, Fixed Assets, Supplier set-up and... ...Personal Property Tax (PPT) Associate, on the payment... ...Accounts Payable for international locations. Job Responsibilities... .... Apply strong independent problem-solving and...AssetContract workFlexible hours
- A leading global financial services firm in Columbus, Ohio is seeking an Internal Client Advisor to support financial advisors by navigating capital markets complexities. The ideal candidate will develop strong client relationships through exceptional service and utilize...Asset
- JPMorgan Chase & Co. is seeking an Internal Client Advisor based in Columbus, Ohio. This role is crucial for assisting financial advisors in navigating the complexities of capital markets. The ideal candidate will develop strong relationships with clients while ensuring...Asset
- TwinThread is seeking an Internal Client Advisor based in Columbus, Ohio. In this role, you will assist financial advisors, manage client relationships, and utilize technological tools while demonstrating strong communication skills. A Bachelor's degree, over 2 years of...Asset
- JPMorganChase is seeking an Internal Client Advisor in Columbus, OH. You will assist financial advisors with marketing investments, provide exceptional client service, and achieve sales goals. This role requires a Bachelor's degree, over 2 years of experience, and Series...Asset
- TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial...AssetFull time
- Overview JPMorgan Asset Management provides investment management products and services to institutional... ...Solutions, and the NY State Advisor-Guided 529 Plan to individual and... ...strategic priorities. Job Summary As an Internal Client Advisor Retirement Plan Specialist within...AssetWorldwide
$65k
Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job Information Job Identification 210640823 Job Category Client Sales Business Unit Asset & Wealth Management Posting Date 07/01/2025, 07:50 PM Locations 1111 Polaris Pkwy, Columbus...AssetFull time$56k - $104.5k
...re looking for associates who are... ...exciting Regional Internal Wholesaler opportunities... ...participants (clients) through... ...territory management performance requirements... ...reasons for asset flight and... ...meetings and Broker dealer events.... ..., demonstrate independent judgment and decision...AssetFull timeTemporary workPart timeCasual workWork at officeRemote work- ...The primary focus of the Asset Manager position is to provide outstanding service to internal and external clients, and to aid in the administration... ...‑40 % travel. Required Associates or Bachelor’s degree... ...ability to work independently and as part of a high‑performance...AssetWork at office
- ...Meeder Investment Management is an equal employment... ...Description The Internal Consultant (Wholesaler... ...workers and financial advisors. The successful candidate... ...to our advisor clients. Additionally, he or she... ...over $150 billion in assets under advisement. Meeder...AssetFull timePart timeWork at officeShift work
- ...of the product and reporting cycles. This role will require you to work independently and in team environments, demonstrating initiative in building efficiencies and strengthening our internal control environment. You will be responsible for preparing journal entries...AssetWork at office
$56k - $84k
...seeking a Regional Internal Wholesaler to... ...based on clients’ needs. Develop... ...territory management performance requirements... ...reasons for asset flight and... ...meetings and broker‑dealer events. Serve... ...regional internal associates; assist with... ...selling, independent judgment, time...AssetTemporary workCasual workWork at office- ...Dealer Relationship Manager (DRM) In Auto Finance Chase Auto is a leading provider... ...more than $80 billion in assets and relationships with 75%... ...the financial needs of its clients from retail lending, captive... ...DRM will collaborate with internal teams to deliver comprehensive...AssetLocal area
- ...Morgan is a leading asset and wealth manager in the U.S., with a... ...of prioritizing clients' interests. Our fiduciary... ...As a Client Advisor with JP Morgan Asset... ...Operate within the Independent Broker Dealer (IBD) channel, focusing... ...’ experience in internal or external wholesaling...AssetLocal area
- ...Retirement Sales Representative J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth... ...relationship. Partners with Client Advisor to ensure a collaborative and integrated...Asset
- ...the Auto Industry with assets in excess of 20B. We... ...our more than 25,000 dealer partners throughout North... ...Our Dealer Account Managers are individuals with the... ...of management within Independent and Franchise Dealerships... ...current and potential clients. This requires the...AssetFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...Banking Event Strategy Team Associate Commercial Banking... ...to over 30,000 clients—including corporations... ...Responsibilities include managing multiple projects with... ...collaborating with internal and external stakeholders... ...processing and asset management. We offer...AssetLocal area
$99.75k - $140k
...weekly/monthly/quarterly management reporting, development... .... As a Senior Associate on the FP&A team, you... ...environment ~ Ability to work independently, exercise sound... ...institutional and government clients under the J.P. Morgan... ...processing and asset management. We...AssetVisa sponsorshipShift work- ...Senior Associate, Chief Data and Analytics Office (CDAO... ...innovators), and increasing internal awareness (e.g., best... ...Responsibilities Manage high-priority strategy... ...banking, wealth and asset management and/or corporate... ...and government clients under the J.P. Morgan and...AssetWork at office
- ...Private Bank is part of the Asset & Wealth Management (AWM) line of business,... ...investors worldwide. With client assets of $7.1 trillion and... ...managers in the world. As an Associate on the Global Private Bank... ...execute responsibilities independently Identify priority items...AssetFull timeLocal areaImmediate startWorldwideRelocationVisa sponsorshipRelocation package
- ...Private Bank is part of the Asset & Wealth Management (AWM) line of business,... ...investors worldwide. With client assets of $7.1 trillion and... ...managers in the world. As an Associate on the Global Private Bank... ...execute responsibilities independently Identify priority items...AssetFull timeLocal areaImmediate startWorldwideRelocationVisa sponsorshipRelocation package
- ...Associate Vice President, Technical Due Diligence Advisor About the Company Globally recognized... ...in transport management & infrastructure... ...long-term client relationships within... ...various infrastructure assets, managing multi-... ...domestic and international travel, and proficiency...AssetLocal area
- ...JPMorgan Wealth Management Regulatory and Policy... ...to serving clients across all of their... ...to full-service advisor relationships. The... ...~$400 billion in assets under management... ...growth and mobility internally empowers us to... ...Role As a Senior Associate, Legal and Regulatory...Asset
- ...Relationship Manager In this role you will join our... ...senior bankers in new client acquisition, relationship... ...to detail. As an Associate Banker in Government Banking... ...; maintain accurate internal notes and action items.... ...transaction processing and asset management. We offer...AssetLocal area
- ...OverviewPosition OverviewThe Associate Clinical Specialist independently provides customer... .... This role manages all relevant... ...on-site, hands-on client support for Fujifilm... ...aerospace, and oil and gas assets safe and running... ...professionally communicate with internal and external...AssetWork at officeLocal areaFlexible hours
- ...JPMorgan Wealth Management Regulatory and Policy... ...to serving clients across all of their... ...to full-service advisor relationships. The... ...~$400 billion in assets under management... ...growth and mobility internally empowers us to... ...leader. As a Senior Associate, Legal and...Asset
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