Job Summary

This Client Advisor will work with-in a team model of existing specialists Client Advisors and will have the primary responsibility for creating and growing JPM market share across 5 areas: mutual funds, ETF's, third party models, managed accounts and DC/retirement segments. This Client Advisor will work to consultatively create, grow and retain market share by increasing assets under management. This Client Advisor will also be responsible for communicating JP Morgan thoughts on markets, retirement and portfolio construction though the Guide to the Markets, Guide to Retirement and Portfolio Insights programs.

With the goal towards building "clients for life," the Generalist Client Advisor will work in partnership with their Specialist Client Advisors to best serve the financial advisors in their territory. To accomplish this, the Client Advisor should have the mindset of a solutions provider, display a highly consultative approach and the ability to establish rapport and build/maintain trust. Collaboration with their multiple specialist's client advisors is an essential component to the success of this role.

Required Job Responsibilities :

• Serve our clients interests first
• Earn and keep the trust of the financial advisors we serve
• Partnership with internal and external parties - team-player work with-in a team of teams structure
• Respect-treats others as they'd like to be treated, respects the views and opinions of others the golden rule - treats others the way they wish to be treated and always represents themselves with the utmost Integrity
• EQ and AQ, Emotional and Adaptability Intelligence - adaptability to change and strong interpersonal skills
• Must be willing to live in territory, frequent travel is required
• Is a consultative story teller not a product pusher
• Is a truth teller

Required Qualifications, Skills and Capabilities:

• Innovation mindset - is on the lookout for better and faster ways of doing things
• Knowledge and understanding of wholesaling in an internal or external is preferred
• Bachelor's degree required, securities licenses preferred, Series 7 & 63 licenses.
• Organized and disciplined - is responsible for efficiently and effectively utilizing their time and local budget
• Demonstrated professionalism-presence, communication style
• Proven ability to operate within JPMC values
• Excellence-refuses to settle for second best, both process and results oriented

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Base Salary for Los Angeles, CA $100,000 - $100,000 / year