Mid-Level
Asset Management - Financial Advisor Services - Analyst
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
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Partner with internal and external Client Advisors to generate revenue growth and client retention, including:
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Prospect, close business, build relationships and promote JPMorgan mutual funds
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Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
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Create client presentations; develop prep and follow up materials for client meetings
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Assist Financial Advisors with JPMorgan Funds web site questions
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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
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Create proposals and illustrative models for key sales representatives as needed
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Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.
Required Qualifications, Skills, and Capabilities
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4-year degree (BA/BS)
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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
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Specialized knowledge of JPMorgan’s Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
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Able to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partners
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Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment
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Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
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Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite
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FINRA/NASAA licenses - Series 7; Series 63
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