JPMorganChase
The Internal Client Advisor works closely with a senior sales partner to develop a strategy for covering a territory of financial advisors, servicing existing clients and identifying new business opportunities. The role involves spending the majority of time on the phone cultivating relationships, building partnerships, and sharing ideas that benefit advisors and their clients. The position requires a strong understanding of financial markets and the ability to explain complex concepts in simple terms to help construct investment portfolios and provide specific investment solutions.
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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JPMorganChase didn’t post a salary, so this is our estimate from similar listings.
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