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Chicago, Illinois, United States · On-site
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Chicago, Illinois, United States • On-site
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The Internal Client Advisor works with financial advisors to share market insights and help construct investment portfolios. The role focuses on servicing existing clients and identifying new business opportunities via phone-based relationship building.
Requires a bachelor's degree and at least 2 years of financial sales experience, specifically selling over the phone. Candidates must obtain or hold SIE, Series 7, and Series 63 or 66 licenses.
As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
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.
AM Description
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team
As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients. We provide extensive coaching to help our people achieve their goals and continue their professional development.
Responsibilities:
The primary role of the internal client advisor (ICA) is to work with financial advisors to
Share insights around financial markets
Help construct investment portfolios
Provide specific investment solutions based on client needs
Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.
Qualifications:
2+ years financial sales experience, experience selling over the phone needed
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 economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
Excellent written and verbal communication skills
Ability to effectively leverage our global resources
Candidate must also demonstrate strong leadership abilities, including:
Ability to drive sales results
Focus and desire to increase and retain the firm's assets
Drive to exceed activity and manage multiple territory priorities
Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
Ability to grow, develop and maintain working relationships with advisors
Proficiency in the use our customer relationship management (CRM) system
Effectiveness in presenting to financial advisors
Education:
Bachelor's degree required
Licensing: Required prior to hiring or obtain: SIE, Series 7, Series 63 (or 66)
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
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.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Based on 4116 listings with disclosed salaries, most sales jobs in Illinois pay between $55k–$167k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 10,481 open sales positions in Illinois listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include AutoZone, Circle K, Macy's, Lowe's Companies, Inc., T-Mobile, among others. Browse the listings above to see every active employer.
Yes — 2431 of the 10481 open sales positions offer remote or hybrid work (1069 remote, 1362 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
