J.P. Morgan Wealth Management - Outbound Client Acquisition Associate

Job Responsibilities

• Proactively engage both warm leads and cold prospects via phone, email and digital channels.
• Deploy targeted campaigns and high-volume outreach (dials, contacts, inquiry-to-lead).
• Conduct goals-based discovery to uncover financial objectives and pain points.
• Convert prospects into new clients, driving net new assets, referrals and conversion-rate improvements.
• Possess strategic targeting of high-potential segments and persistence through resistance.
• Execute a disciplined outreach cadence, balancing volume goals with personalized messaging.
• Build rapport and trust through empathetic listening, objection handling and persuasive communication.
• Present tailored wealth solutions, highlighting J.P. Morgan's full product suite.
• Maintain meticulous CRM records: equipping advisor partners with valuable information to advance wealth management discussions.
• Collaborate with Marketing to refine campaign tactics and share feedback on lead quality.
• Continuously refine prospecting techniques, time-management practices and sales skills.

Required Qualifications, Capabilities And Skills

• Valid, active Series 7 and Series 63 licensesâwith the ability to maintain registration in all 50 states.
• 2+ years of outbound sales or business-development experience in financial services or brokerage.
• Proven track record of meeting or exceeding pipeline and conversion targets (net new assets, referrals, conversion rate).
• Strong consultative-selling mindset: adept at goals-based discovery, objection handling and persuasive influence.
• Resilience, self-motivation and entrepreneurial driveâable to maintain focus and motivation through rejection.
• Exceptional organizational skills and time managementâprioritizes tasks to maximize results across multiple prospects.
• Proficiency with CRM systems (Salesforce) and Microsoft Office suite.

About Us

J.P. Morgan Wealth Management is dedicated to helping clients achieve their financial goals through trusted relationships and world-class service. Our culture of opportunity drives fresh ideas and fosters an environment where everyone can thrive.

Chase

We are a leading financial services firm, committed to creating engaged, lifelong relationships and putting our customers at the heart of everything we do. We offer a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. We also provide a range of benefits and programs to meet employee needs, such as 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.

Equal Opportunity Employer

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.