Asset Management - Financial Advisor Services - Analyst

Archer; Columbus (OH); On-site; USD 80,000 - 110,000; Full time

Job summary

Archer partners with JPMorgan to connect exceptional professionals for a role within their asset management and client advisory teams. The position supports revenue growth, client engagement, and portfolio insights across all asset classes.

The ideal candidate holds a BA/BS with 2+ years in financial services, and possesses FINRA licenses (Series 7, 63) along with strong communication and CRM skills. A proactive, detail-oriented multi-tasker is essential.

Qualifications

• 4-year degree (BA/BS).
• 2+ years of financial services experience including knowledge of JPMorgan Funds products and distribution channels.
• Know-how of JPMorgan Insights programs – Guide to the Markets, Guide to Retirement and Portfolio Insights.
• Ability to communicate effectively with a wide range of stakeholders.
• Proactive with strong attention to detail; adaptable to changing priorities and high-pressure environments.
• Strong time management and organizational skills; capable of producing high-quality work under deadlines.
• Intermediate to advanced computer skills (Salesforce, Microsoft Suite).
• FINRA/NASAA licenses - Series 7; Series 63.

Responsibilities

• Partner with Client Advisors to drive revenue growth and client retention, including presenting fund products.
• Answer inquiries for Funds products and services on the JPMorgan Funds Services desk.
• Create client presentations and prep/follow-up materials for meetings.
• Assist Advisors with JPMorgan Funds website questions.
• Liaise on Portfolio Insights reports and document sales activity in Salesforce for compliance.
• Create proposals and illustrative models for sales teams as needed.
• Collaborate with team members and investment professionals across asset classes.

Skills

Financial services experience

Effective communication

Attention to detail

Time management

Sales collaboration

Adaptive to high pressure

Technical aptitude

Education

BA/BS degree

Tools

Salesforce

Microsoft Office

Job description

Archer is collaborating with J.P. Morgan to connect them with exceptional professionals for this role.

Job Description

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

Job Responsibilities

• Partner with internal and external Client Advisors to generate revenue growth and client retention, including:
• Prospect, close business, build relationships and promote JPMorgan mutual funds
• Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
• Create client presentations; develop prep and follow up materials for client meetings
• Assist Financial Advisors with JPMorgan Funds web site questions
• Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
• Create proposals and illustrative models for key sales representatives as needed
• Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.

Required Qualifications, Skills, And Capabilities

• 4-year degree (BA/BS)
• 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold
• Specialized knowledge of JPMorgan's Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
• Able to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partners
• Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment
• Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
• Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite
• FINRA/NASAA licenses - Series 7; Series 63

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.

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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.