JPMorgan Chase
Asset Management - Financial Advisor Services - Analyst
Columbus, OH · Full-time · Posted Mar 6, 2026
- Experience
- 2+ years of financial services experience.
- Education
- 4-year degree (BA/BS).
About the job
Supports JPMorgan Funds sales by prospecting and serving financial advisors, promoting investment products, and preparing client materials and analysis.
What you'll do
- Prospect for and close business, build client relationships, and promote JPMorgan mutual funds; handle product and service inquiries.
- Prepare client presentations, meeting materials, proposals, and illustrative models; assist advisors with website questions.
- Coordinate Portfolio Insights reports 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’s Insights programs: Guide to the Markets, Guide to Retirement, and Portfolio Insights.
- FINRA/NASAA licenses: Series 7 and Series 63.
Tools
Salesforce, Microsoft Suite
Model-written summary · the original posting is authoritative