Asset Management - Wealth Management Wirehouse Internal Client Advisor - Associate

Location: Chicago, IL, United States

Job Family: Client Sales

About the Role

Join JPMorgan Chase & Co., a leading global financial services firm with a rich history of innovation and client-centric solutions, as an Asset Management - Wealth Management Wirehouse Internal Client Advisor - Associate in our Chicago office. This role offers an exciting opportunity to be part of a dynamic sales team focused on serving internal wirehouse clients, such as financial advisors from partner firms. As an Associate, you will play a pivotal role in delivering high-touch wealth management services, leveraging JPMorgan's extensive resources in asset management to help clients achieve their financial goals. Our Chicago team is at the heart of the Midwest's vibrant financial landscape, providing a collaborative environment where your expertise can drive meaningful impact. In this client-facing position, you will act as a trusted advisor to internal partners, specializing in the distribution of JPMorgan's premier investment products tailored for high-net-worth individuals. Responsibilities include cultivating relationships with wirehouse advisors, conducting in-depth client consultations, and recommending customized strategies that encompass equities, fixed income, alternatives, and sustainable investing options. You will collaborate closely with cross-functional teams to ensure seamless execution of client plans while navigating the complexities of the financial services industry, including market volatility and evolving regulations. Success in this role requires a deep understanding of wealth management dynamics and a passion for helping clients navigate their financial journeys. At JPMorgan Chase, we value integrity, innovation, and inclusion, offering a supportive culture that fosters professional growth. This position is ideal for motivated professionals with a sales-oriented mindset who thrive in a goal-driven atmosphere. By joining our Asset Management division, you will contribute to one of the world's largest and most respected firms, with access to cutting-edge tools, ongoing training, and opportunities for advancement. If you are ready to elevate your career in wealth management and make a difference for our clients, apply today to become part of the JPMorgan Chase family.

Key Responsibilities

• Serve as the primary point of contact for internal wirehouse clients, providing tailored wealth management advice and solutions
• Develop and maintain strong relationships with financial advisors and clients to drive asset growth and retention
• Identify opportunities to introduce JP Morgan Chase's asset management products, including mutual funds, ETFs, and separately managed accounts
• Conduct client meetings, needs assessments, and portfolio reviews to recommend personalized investment strategies
• Collaborate with internal teams to ensure seamless delivery of services and compliance with regulatory standards
• Achieve sales targets by prospecting within the wirehouse channel and expanding existing client portfolios
• Monitor market trends and provide timely insights to clients to support informed decision-making
• Prepare and deliver presentations on investment opportunities and performance reports
• Ensure all client interactions adhere to JP Morgan Chase's policies and FINRA/SEC regulations
• Contribute to team goals by sharing best practices and participating in training initiatives

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in wealth management, financial advising, or client sales within the financial services industry
• Active Series 7 and Series 66 (or equivalent) securities licenses, or ability to obtain within 120 days of hire
• Proven track record of managing client relationships and achieving sales targets in a wirehouse or brokerage environment
• Strong understanding of investment products, asset allocation strategies, and regulatory compliance in wealth management
• Excellent communication and interpersonal skills with the ability to build trust with high-net-worth clients
• Willingness to travel as needed and work in a fast-paced, client-focused environment

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with internal clients at wirehouse firms like Merrill Lynch or Morgan Stanley
• Familiarity with JP Morgan Chase's asset management platforms and tools
• Demonstrated success in cross-selling financial products and services to existing client bases
• Knowledge of alternative investments and portfolio management software

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Sales and negotiation techniques
• Regulatory compliance (FINRA/SEC)
• Asset allocation and risk assessment
• Presentation and public speaking
• CRM software proficiency (e.g., Salesforce)
• Market research and trend analysis
• Problem-solving and decision-making
• Active listening and empathy
• Time management and organization
• Team collaboration and leadership
• Data interpretation and reporting
• Ethical judgment in financial advising

Benefits

• Competitive base salary with performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to internal training programs
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for Chicago-based employees

JP Morgan Chase is an equal opportunity employer.