JPMorganChase
As a member of the J.P. Morgan internal sales team, the Internal Client Advisor partners with a senior sales partner to develop a holistic strategy for covering a territory of financial advisors. The role involves servicing existing clients, identifying new business opportunities, and spending the majority of time on the phone cultivating relationships and sharing beneficial ideas with advisors and their clients. The position requires extensive coaching to support professional development and goal achievement.
JPMorgan Chase is a leading global financial services firm that provides a full range of banking, investment banking, asset and wealth management, and payments and treasury services to consumers, businesses, governments, and institutions. Its consumer business operates under the Chase brand, offering retail banking, credit cards, mortgages and auto loans, while J.P. Morgan delivers corporate & investment banking, markets, securities services and asset management. Headquartered in New York, the firm combines scale, technology and risk management to serve clients worldwide. It is one of the largest banks by assets and is widely recognized for its capital markets expertise and integrated financial solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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