JPMorgan Chase
Asset Management - Financial Advisor Services - Analyst
$60K
Columbus, OH · Full-time · Posted Sep 28, 2026
- Experience
- 2+ years of financial services experience.
- Education
- 4-year degree (BA/BS).
About the job
Supports sales and client retention for JPMorgan Funds by prospecting advisors, promoting mutual funds, answering product questions, and preparing client analyses and materials.
What you'll do
- Prospect and close business, build client relationships, and promote JPMorgan mutual funds.
- Respond to advisor inquiries about fund products, services, and the website; prepare presentations and meeting materials.
- Coordinate Portfolio Insights reports, proposals, and illustrative models, and record sales activity for tracking and compliance.
What they ask for
- 4-year degree (BA/BS).
- 2+ years of financial services experience, including strong knowledge of JPMorgan Funds products, services, and distribution channels.
- Specialized knowledge of JPMorgan Insights programs, including Guide to the Markets, Guide to Retirement, and Portfolio Insights.
- FINRA/NASAA licenses: Series 7 and Series 63.
Pay
USD 60,000.00 - USD 60,000.00 base salary
Tools
Salesforce, Microsoft Suite, JPMorgan Funds web site, Guide to the Markets, Guide to Retirement, Portfolio Insights
Model-written summary · the original posting is authoritative