J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As an External Client Advisor within JPMorgan Asset Management - US Funds Management, you will be responsible for providing field sales coverage in the Utah, Northern Nevada, Idaho, Montana, and Wyoming regions within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan's market share across mutual funds, ETFs, separately managed accounts, model portfolios, direct indexing, and retirement platforms. This will require deepening client relationships through consultative engagement and increasing assets under management. You will also play a key role in disseminating JPMorgan's insights on market trends, retirement planning, and portfolio construction through various programs such as the Guide to the Markets, Guide to Retirement, and Portfolio Insights.
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Job Responsibilities:
- Prioritize the interests of our clients above all else.
- Build and maintain the trust of the financial advisors we work with.
- Foster partnerships both internally and externally, demonstrating a team-oriented mindset and willingness to collaborate.
- Show respect by treating others as they would like to be treated, valuing diverse perspectives, and adhering to the golden rule.
- Display emotional intelligence, including adaptability to change and strong interpersonal skills.
- Be prepared to reside within the designated territory, as frequent travel is necessary.
- Embrace a consultative approach, focusing on storytelling rather than merely pushing products.
- Commit to honesty and transparency in all dealings.
- Cultivate an innovative mindset, always seeking more efficient and effective methods.
Required Qualifications, Capabilities, and Skills:
- Hold a Bachelor's degree.
- Stay organized and disciplined, managing time and local budgets effectively.
- Uphold a professional demeanor in presence and communication.
- Align with and uphold JP Morgan Asset Management values in all professional activities.
- Strive for excellence, never settling for second best, and focusing on both processes and outcomes.
- Series 7 & 63.
Preferred Qualifications, Capabilities, and Skills:
- Have knowledge and experience in wholesaling, either internally or externally.
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. 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 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 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. 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.