Asset Management - Financial Advisor Services - Analyst

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Advisor Services Analyst in Columbus, OH. The role focuses on prospecting new business, building client relationships, and educating clients about JPMorgan Funds products and services.

You will support Advisors, prepare client presentations, and collaborate across teams. Responsibilities include handling inquiries, generating Portfolio Insights reports, documenting activity in Salesforce, and assisting with sales proposals.

Qualifications

• 4-year degree (BA/BS) required.
• 2+ years of financial services experience with knowledge of JPMorgan Funds products and distribution channels.
• Familiarity with JPMorgan Insights programs (Guide to the Markets, Guide to Retirement, Portfolio Insights).
• Strong verbal and written communication with stakeholders.
• Attention to detail and ability to work under pressure in a deadline-driven environment.
• Proficient in Salesforce and Microsoft Office.

Responsibilities

• Prospect, close business, build relationships and promote JPMorgan mutual funds.
• Answer incoming calls to the Funds Financial Advisor Services desk.
• Create client presentations and prep/follow-up materials for meetings.
• Assist Advisors with JPMorgan Funds website questions.
• Generate Portfolio Insights reports and document activities in Salesforce.
• Create proposals and illustrative models for key sales reps.
• Collaborate with team members and investment professionals across asset classes.

Skills

Communication (verbal & written)

Time management

Attention to detail

Adaptability

Organization

Education

Bachelor's degree (BA/BS)

Tools

Salesforce

Microsoft Office

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.

As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals.

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 andinvestment 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