J.P. Morgan Columbus, Ohio USA Careers 2022 | Latest J.P. Morgan Chase Bank Job Opportunities In Columbus, Ohio

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J.P. Morgan Columbus, Ohio USA Careers Briefed Table

Department & Agency J.P. Morgan Columbus, Ohio USA Careers
Job Profile –  Vacant Position Asset Management – Financial Advisor Services – Analyst
Job Status Full Time
Salary $ 88,904.00 Per Year (Not Confirm)
Job Location Columbus, Ohio
Job Type
Jobs In USA

Overview / Job Description

Advisor Services Analysts, are responsible for a broad range of activities, including: serving as a prospecting resource to drive new business opportunities, building and managing client relationships, educating clients on JPMorgan products, and identifying leading advisors through calling efforts, mail/e-mail campaigns, and referrals.

Responsibilities:

  • Partner with internal and external Client Advisors (CA) to generate revenue growth and client retention, including:
    • Prospecting, closing business, building relationships and promoting JPMorgan mutual funds
    • Answering incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
    • Creating client presentations; developing prep and follow up materials for client meetings
    • Assisting 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.a

Required Qualifications

  • 4-year degree preferred (BA/BS)
  • FINRA/NASAA licenses preferred – i.e. Series 6 or 7; Series 63 (will be required once hired)
  • 2 – 3 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, etc.
  • Proactive with a high level of attention to detail; quick learner who can adapt to  changing priorities and high pressure environment
  • Strong 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, etc.

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements.  Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.3 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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