Job Information
JPMorgan Chase Asset Management, External Client Advisor in Phoenix, Arizona
Job Summary:
As an External Client Advisor within JPMorgan Asset Management - US Funds Management, you will be responsible for providing field sales coverage in the Arizona, Nevada, and New Mexico region within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan's market share across mutual funds, ETFs, and retirement sectors. 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..
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 JPMC values in all professional activities.
• Strive for excellence, never settling for second best and focusing on both processes and outcomes.
Preferred qualifications, capabilities and skills
• Have knowledge and experience in wholesaling, either internally or externally.
• Securities licenses such as Series 7 & 63
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans