J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.  Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As an External Client Advisor within JPMorgan Asset Management, you will be tasked with providing field sales coverage in the Maryland and District of Columbia regions, specifically within the Independent Broker Dealer (IBD) channel. Your role will involve promoting and expanding JPMorgan's market share across various platforms such as mutual funds, ETFs, separately managed accounts, model portfolios, direct indexing, and 401K platforms. You will be working closely with top IBD partner firms like LPL, Raymond James, Ameriprise, Edward Jones, RBC, Commonwealth, Osaic, Cetera, and more. Your responsibilities will also include deepening client relationships through consultative engagement and increasing assets under management. Additionally, you will play a crucial 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 JP Morgan Asset Management values in all professional activities.Strive for excellence, never settling for second best, and focusing on both processes and outcomes.Securities licenses such as Series 7 & 63.

Preferred Qualifications, Capabilities, and Skills:

Have knowledge and experience in wholesaling, either internally or externally.