Wealth Solutions Analyst, Financial Advisor Services

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution is seeking a Financial Advisor Services Analyst in Columbus, Ohio. This role involves prospecting business opportunities, managing client relationships, and creating client presentations. The ideal candidate will have a 4-year degree and at least 2 years of financial services experience, including a strong understanding of financial products. Applicants should possess FINRA/NASAA licenses and demonstrate excellent communication and time management skills. A competitive compensation package is offered.

Qualifications

• 2+ years of financial services experience with a strong knowledge of financial products.
• Proactive nature and adaptability to high-pressure environments required.
• FINRA/NASAA licenses - Series 7; Series 63 are necessary.

Responsibilities

• Partner with internal and external clients to drive revenue growth.
• Manage client relationships and educate them about products.
• Create client presentations and proposals for key sales representatives.

Skills

Communication skills

Attention to detail

Time management

Salesforce proficiency

Knowledge of financial products

Education

4-year degree (BA/BS)

Tools

Salesforce

Microsoft Suite

Job description

A leading financial institution is seeking a Financial Advisor Services Analyst in Columbus, Ohio. This role involves prospecting business opportunities, managing client relationships, and creating client presentations. The ideal candidate will have a 4-year degree and at least 2 years of financial services experience, including a strong understanding of financial products. Applicants should possess FINRA/NASAA licenses and demonstrate excellent communication and time management skills. A competitive compensation package is offered.