Asset Management - Funds - Offshore Internal Client Advisor
Full-time
US
Nov 5, 2026
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About the Role
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 Internal Client Advisor (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: Fluent in Spanish (written and verbal) 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