Asset Management - Financial Advisor Services - Analyst

JPMorgan Chase-posted 5 months ago
Full-time • Entry Level
Columbus, OH
Credit Intermediation and Related Activities
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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.

  • 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.
  • 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
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