Client Advisor - Everyday 401k Internal Client Advisor, Associate

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 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.

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 90 days Series 7; Series 63 (or 66) 

Preferred qualifications, capabilities and skills

• Bachelor's degree preferred 

Base Pay/Salary: Chicago,IL $70,000.000-$70,000.00