JPMorganChase · 1 day ago
Asset Management - Financial Advisor Services - Analyst
Columbus, OH
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Financial Advisor Services Analyst, you will support client relationships, assist in prospecting new business opportunities, and collaborate with internal teams to drive revenue growth and client retention.
Asset ManagementBankingFinancial Services
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
Qualification
Required
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
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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