JPMorgan Chase & Co.
External Retirement Plan Advisor — Everyday 401(k) Growth
JPMorgan Chase & Co., Sacramento, California, United States, 95828
A leading global asset management firm seeks an External Retirement Plan Client Advisor to support Financial Advisors in launching and managing the Everyday 401(k) solution. This role involves driving sales growth, building relationships within the broker-dealer channels, and managing the sales process effectively. Candidates must have at least 3 years of experience in retirement plans wholesaling, a Bachelor’s Degree, and hold Series 7 and 63 licenses. This position requires travel and strong presentation skills.
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