Asset Management - Financial Advisor Services - Analyst

JPMorgan Chase & Co. • Columbus, OH

6h

About The Position

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.

Requirements

• 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

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level