Asset Management - Financial Advisor Services - Analyst

JobID: 210688992 Category: Client Service JobSchedule: Full time Posted Date: 2025-11-24T18:44:20+00:00 JobShift: : 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 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