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JPMorganChase · 2 hours ago

Asset Management - Everyday 401k Internal Client Advisor - Associate

Columbus, OH

Full-time

Onsite

Entry Level

2+ years exp

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. As a part of the Workplace Retirement team, you will be responsible for distribution of JPMC’s small market 401(k) solution and work in partnership with Chase Business Bankers to enhance client retirement plans.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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 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

Qualification

Financial sales experienceInvestment Management knowledgeRetirement plans knowledgeSeries 7 certificationSeries 6366 certificationRelationship managementMulti-taskingMarket knowledgeResource leveragingCommunication skills

Required

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

Bachelor's degree preferred

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

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 (2855)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)