Location
Columbus, Ohio 43240
Overview
As a Financial Advisor Services Analyst within JPMorgan, you will support prospecting opportunities, manage client relationships, educate clients on our products, and help identify top advisors through outreach, mail/email campaigns, and referrals.
Responsibilities
- Collaborate with internal and external Client Advisors to drive revenue growth and strengthen client retention, including promoting JPMorgan mutual funds.
- Answer incoming calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services.
- Prepare client presentations; develop prep and follow-up materials for client meetings.
- Assist Financial Advisors with JPMorgan Funds website questions.
- Coordinate with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and contribute to 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 across asset classes on various projects.
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 – Guide to the Markets, Guide to Retirement and Portfolio Insights.
- Effective communication (verbal and written) with a wide range of stakeholders, including external and internal partners.
- Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and a 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.
About Us
JPMorgan Chase, one of the oldest financial institutions, delivers innovative financial solutions to millions of consumers, small businesses, and a broad spectrum of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We are an equal opportunity employer and highly value the diversity and talents of our global workforce.
Compensation and Benefits
We offer a competitive total rewards package, with base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
In addition, a broad range of benefits is provided to meet employee needs, including 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. Additional details about total compensation and benefits will be provided during the hiring process.
