hackajob · 6 hours ago
Asset Management - Financial Advisor Services - Analyst
Columbus, OH
Full-time
Onsite
Entry, Mid Level
2+ years exphackajob is collaborating with J.P. Morgan to connect exceptional tech professionals for the Financial Advisor Services Analyst role. This position involves prospecting new business opportunities, managing client relationships, and educating clients about JPMorgan's investment products.
Artificial Intelligence (AI)Generative AIHuman ResourcesRecruitingSoftware
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
Qualification
Required
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
hackajob
The AI-native tech hiring platform trusted by enterprises, scale-ups, and 1M+ tech professionals worldwide.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$33MKey Investors
Volition CapitalDowning VenturesTechstars
2023-05-03Series B· $25M
2018-10-25Series A· $6.7M
2017-03-31Seed· $0.58M
Leadership Team
Mark Chaffey
CEO
Phil Kell
VP - Marketplace
Recent News
2025-10-23
2025-09-26
2025-09-12
Company data provided by crunchbase