What are the responsibilities and job description for the Asset Management - Client Advisor (Edward Jones Specialist) - Vice President position at JPMorganChase?
Job Description
J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes our client relationships and guides every decision we make. The Asset Management business is driven by strategic objectives and business priorities, ensuring we deliver exceptional value to our clients.
Job Summary
As a Client Advisor with JP Morgan Asset Management, you will play a pivotal role in fostering long-term relationships with financial advisors, particularly within the Edward Jones network. Your primary objective will be to build "clients for life" by collaborating closely with your Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role requires a consultative mindset, the ability to establish rapport, and a commitment to building and maintaining trust.
Job Responsibilities
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.
J.P. Morgan is a leading asset and wealth manager in the U.S., with a rich history of prioritizing clients' interests. Our fiduciary responsibility shapes our client relationships and guides every decision we make. The Asset Management business is driven by strategic objectives and business priorities, ensuring we deliver exceptional value to our clients.
Job Summary
As a Client Advisor with JP Morgan Asset Management, you will play a pivotal role in fostering long-term relationships with financial advisors, particularly within the Edward Jones network. Your primary objective will be to build "clients for life" by collaborating closely with your Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role requires a consultative mindset, the ability to establish rapport, and a commitment to building and maintaining trust.
Job Responsibilities
- Partner with Generalist Client Advisors and local Edward Jones leadership to effectively serve financial advisors.
- Operate within the Independent Broker Dealer (IBD) channel, focusing on Edward Jones Financial Advisors in Indiana, Michigan and Ohio.
- Provide field sales coverage and support to clients, with a focus on growing relationships with newer Edward Jones financial advisors.
- Consult and position mutual funds, ETFs and Separately Managed Accounts and the full suite of JPM capabilities (DC plans and models) to increase assets under management.
- Communicate JP Morgan's insights on markets, retirement, and portfolio construction through programs like Guide to the Markets, Guide to Retirement, and Portfolio Insights.
- Bachelor’s Degree
- 3 years’ experience in internal or external wholesaling
- Willingness to travel up to 80% of the time
- Series 7, Series 63
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.
