Asset Management - Financial Advisor Services - Analyst

TwinThread; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively.

We seek candidates with a 4-year degree and at least 2 years of experience in financial services, particularly with JPMorgan Funds' products. Strong communication and organizational skills are essential, alongside intermediate computer skills.

Competitive salary and a comprehensive benefits package are included.

Qualifications

• 2+ years of financial services experience including knowledge of JPMorgan Funds' products.
• Able to communicate effectively with external and internal partners.
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Partner with Client Advisors to generate revenue growth.
• Create client presentations and follow up materials.
• Assist with inquiries about JPMorgan Funds products.

Skills

Financial services experience

Communication skills

Attention to detail

Time management

Intermediate to advanced computer skills

Proactive attitude

Education

4-year degree (BA/BS)

Tools

Salesforce

Microsoft Suite

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/email 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 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

Benefits

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.

Equal Employment Opportunity

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