Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition
• Provide superior client service by being responsive, thoughtful and making the clients' needs the focus
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
• Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals
• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
• Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape
• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

Requirements

• Bachelor's degree
• Self-starter with passion for sales and the financial markets
• Proven results shown through sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across entire organization and with our partner firms
• Series 7 and Series 63

Preferred

• Two years of financial service experience preferred and/or related sales leadership experience

Benefits

• 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.