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JPMorgan Chase Asset Management, Advisor Resource, Client Advisor - VP in Chicago, Illinois

JPMorgan Asset Management (JPMAM) seeks an ART (Advisor Resource Team) Client Advisor to provide sales coverage to clients. The ART Client Advisor will work with financial advisors to sell mutual funds, managed accounts, ETFs, DC solutions, and other products where JPMAM Investment capabilities are embedded.

The ART Client Advisor will partner closely with the field aligned Client Advisor and Internal Client Advisors to most effectively and efficiently cover the assigned territory.

ART Client Advisor will be responsible for presenting and communicating JPMAM's value added services such as its Market Insight Series, featuring Guide to the Markets, Guide to Retirement and the Portfolio Insights program.

The job requires the ability to establish credibility and build rapport with a targeted group of high-potential financial advisors. These relationships will be built primarily remotely and over the phone and utilizing WebEx technology to leverage JPM resources, tools and investment strategies and increase AUM.

Responsibilities:

  • Cover high-potential wirehouse branches/financial advisors/firms/teams through WebEx/Zoom technology and occasional travel in the field

  • Partner closely with aligned field Client Advisors and Internal Client advisor to most effectively and efficiently cover the territory

  • Schedule, deliver and follow up on 18-25 WebEx/Zoom agenda meetings per week

  • Deliver all of J.P. Morgan's solutions, resources & tools to meet and exceed client expectations

  • Execute the JPM sales process, demonstrating a client-centric consultative approach

  • Present JPM products professionally and compellingly to motivate action

Qualifications

  • Minimum of 3-5 years of asset management sales experience

  • Knowledge and understanding of wholesaling to Financial Advisors/Firms/Teams with a proven track record of sales success

  • Capable of creating relationships & maintaining/strengthening existing relationships

  • Self-starter, self-motivated as demonstrated by level of competitiveness

  • Positive attitude, demonstrated by actions and ability to persevere where needed

  • Demonstrated experience and a commitment to teamwork and partnering with other JPM professionals

  • Experience selling mutual funds, ETFs and/or managed accounts

  • Demonstrated level of aptitude, specifically - analytics, capital markets and business acumen with ability to articulate complex topics

  • Professionalism, presence, communication style and strong interpersonal skills

  • Proven ability to operate within JPMC values (respect, excellence, integrity)

  • Bachelor's degree

  • Licenses: Minimum requirement Series 7 and 63

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

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