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JPMorganChase · 1 week ago

Asset Management - Retirement Link Internal Client Advisor - Associate

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $70K/yr

JPMorgan Asset Management is a leading investment management firm, and they are seeking an Internal Client Advisor Retirement Plan Specialist. This role focuses on addressing the retirement needs of clients by connecting them to retirement plan resources and solutions, ultimately improving retirement outcomes for small businesses and their employees.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Educating advisors on our record keeping solutions while gaining investment market share

Providing plan insight, industry & competitive perspective to inform client decisions

Coordinating with DC and retail field sales counterparts to promote platform solutions

Implementing our sales process to uncover opportunities and advance sales

Supporting external sales team by ensuring content, capabilities, and tools are in sync

Managing pipeline and implementation pre-work to ensure seamless support experience

Qualification

Sales successFinancial market understandingRetirement industry knowledgeSeries 7Series 63Multi-taskingCoachabilityBachelor's degreeCommunication skillsPresentation skills

Required

Proven track record of sales success developing and maintaining relationships

Ability to multi-task and manage priorities across multiple territories

Financial market and retirement industry understanding & aptitude

Excellent written and verbal communication skills

Ability to leverage multiple resources and systems to maximize productivity

Coachability and ability to incorporate feedback quickly and consistently

Effectiveness in presenting complex ideas, resources, and solutions

Proven track record of success in performance related to academics and work history

Bachelor's degree

Series 7; Series 63 needed (All Licensing is required within 90 days of hire)

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3471)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)