Asset Management - Financial Advisor Services - Analyst
Company: JPMorgan Chase & Co.
Location: Columbus
Posted on: April 1, 2026
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Job Description:
Description 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. 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. Job 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. Required Qualifications, Skills, and Capabilities 4-year
degree (BA/BS) 2 years of financial services experience preferred,
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
Keywords: JPMorgan Chase & Co., Elyria , Asset Management - Financial Advisor Services - Analyst, Sales , Columbus, Ohio
