Asset Management

2 days ago

Columbus, Ohio, United States JPMorgan Chase & Co. Full time
Description

J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes our client relationships and guides every decision we make. The Asset Management business is driven by strategic objectives and business priorities, ensuring we deliver exceptional value to our clients.

Job Summary

As a Client Advisor with JP Morgan Asset Management, you will play a pivotal role in fostering long-term relationships with financial advisors, particularly within the Edward Jones network. Your primary objective will be to build "clients for life" by collaborating closely with your Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role requires a consultative mindset, the ability to establish rapport, and a commitment to building and maintaining trust.

Job Responsibilities

  • Partner with Generalist Client Advisors and local Edward Jones leadership to effectively serve financial advisors.
  • Operate within the Independent Broker Dealer (IBD) channel, focusing on Edward Jones Financial Advisors in Indiana, Michigan and Ohio.
  • Provide field sales coverage and support to clients, with a focus on growing relationships with newer Edward Jones financial advisors.
  • Consult and position mutual funds, ETFs and Separately Managed Accounts and the full suite of JPM capabilities (DC plans and models) to increase assets under management.
  • Communicate JP Morgan's insights on markets, retirement, and portfolio construction through programs like Guide to the Markets, Guide to Retirement, and Portfolio Insights.

Required qualifications, capabilities and skills 

  • Bachelor's Degree 
  • 3+ years' experience in internal or external wholesaling
  • Willingness to travel up to 80% of the time

Preferred qualifications, capabilities and skills

  • Series 7, Series 63 

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