Asset Management - Financial Advisor Services - Analyst

Testing Site - JPMC; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Financial Advisor Services Analyst to support the client advisory team in driving revenue growth and maintaining strong client relationships. The role involves prospecting opportunities, educating clients about products, and coordinating with internal Advisors to deliver portfolio insights and implement client strategies.

You will prepare client materials, support the Funds desk, and use Salesforce to document activities while collaborating across asset classes to

Qualifications

• 4-year degree and 2+ years of financial services experience
• Knowledge of JPMorgan Funds products and distribution channels
• Familiarity with JPMorgan Insights programs (Guide to the Markets, Guide to Retirement, Portfolio Insights)
• Good verbal and written communication with varied stakeholders
• Detail-oriented with ability to adapt to changing priorities and high pressure
• Strong time management and organization skills
• Proficient with Salesforce and Microsoft Suite

Responsibilities

• Partner with internal and external Client Advisors to generate revenue growth and client retention
• Prospect, close business, build relationships and promote JPMorgan mutual funds
• Answer incoming calls to the Funds Financial Advisor Services desk
• Create client presentations; develop prep and follow-up materials for meetings
• Assist Financial Advisors with JPMorgan Funds website questions
• Liaise with Internal Client Advisors on Portfolio Insights reports; document sales activity in Salesforce
• Create proposals and illustrative models for key sales representatives as needed
• Collaborate with team members and investment professionals across the firm on cross-asset projects

Skills

Communication skills

Attention to detail

Time management

Organizational skills

FINRA Series 7

FINRA Series 63

FINRA licenses knowledge

Education

BA/BS degree

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 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