Asset Management - Everyday 401k Internal Client Advisor - Associate - Columbus
12 hours ago
Job description
Job DescriptionJob Description
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers.
You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job ResponsibilitiesDrive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required Qualifications, Capabilities And Skills
2+ years of financial sales experience
Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
Proven success with multi-tasking and staying on top of priorities
Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
Excellent written and verbal communication skills
Ability to effectively leverage our resources
Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
Preferred Qualifications, Capabilities And Skills
Bachelor's degree preferred
ABOUT US
JPMorganChase, 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.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
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 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.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Similar jobs
Hamilton Capital is seeking a dynamic professional to join our Advisory Team. · ...
5 days ago
We are passionate about what we do to help our clients and the wide range of services that we bring to develop personalized financial plans and solutions... You will be gain Financial Advisory skills through a proven on-boarding process and will quickly apply your skills to build ...
2 days ago
+ Job summary: Are you ready for a new opportunity where you are empowered to grow in a career and expand your leadership skills with a compassionate team .For the right candidate, you will gain new skills or transfer your experience to a fulfilling career, build business and exc ...
4 days ago
Job Summary:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. · Displays confidence working as a self-starter in a sales role · ...
2 weeks ago
The Advisor Development Program at Merrill Wealth Management is designed for individuals who want to become full-scale Financial Advisors. This entry role provides client service support to multiple Financial Advisors while obtaining Securities Industry licenses. · ...
3 weeks ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
J.P. Morgan Asset & Wealth Management es una líder global en inversión y gestión de riqueza. Su clientes incluyen instituciones, personas con altos ingresos netos e inversionistas minoristas en cada mercado importante a nivel mundial. · ...
1 week ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management delivering industry-leading investment management and private banking solutions. The division offers investment management across all major asset classes including equities, fixed income, ...
1 month ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
+ As a part of the Workplace Retirement team, you will be responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. · + Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business ...
1 month ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
+Job summary · J.P. Morgan Asset & Wealth Management es un líder global en inversión y gestión de riqueza.+Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients. · Engage with Ban ...
1 month ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. · ...
1 week ago
J.P. Morgan Wealth Management- Senior Associate, Advisor Onboarding Team
Only for registered members
The Advisor Onboarding Team for J.P. Morgan Wealth Management develops and manages the centralized Advisor Onboarding program. · ...
1 week ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
As part of the Workplace Retirement team you are responsible for distribution of JPMCs small market 401(k) solution in partnership with Chase Business Bankers. · ...
2 weeks ago
Asset Management - Everyday 401k Internal Client Advisor - Associate
Only for registered members
+As part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their clients build st ...
3 weeks ago
We provide comprehensive financial planning and disciplined, portfolio management for business owners, professionals, and retirees. · The Associate Wealth Advisor will work directly with firm leadership to manage and support client relationships within a fiduciary, planning-focus ...
2 days ago
+Job summary · Seeking someone to join our team as an Associate in Wealth Management Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions.We're seeking someone to join our team as an Associate in We ...
1 month ago
This job posting is anticipated to remain open for 30 days. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies,funding education and more. · If you find yourself at a professional crossroads ...
2 weeks ago
Your career path should lead to real opportunity.This employment opportunity at Wright-Patt Credit Union in Columbus would allow you to join the Investment Program as a Financial Advisor. · ...
1 month ago
This is an Associate level position within Alternative Investments Operations, which is responsible for providing Financial Advisor and branch support via Phone and Case Inquiries. · ...
1 month ago
We are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We can help move your career from now to next. · ...
1 month ago
Senior Academic Advisor The Senior Academic Advisor fosters student success by defining and implementing proactive strategies that help students stay on track to fulfill their educational goals. · ...
1 month ago