Asset Management - Financial Advisor Services - Analyst

Financial Advisor Services AnalystOur 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 ResponsibilitiesPartner with internal and external Client Advisors to generate revenue growth and client retention, including:Prospect, close business, build relationships and promote JPMorgan mutual fundsAnswer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and servicesCreate client presentations; develop prep and follow up materials for client meetingsAssist Financial Advisors with JPMorgan Funds web site questionsLiaise 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 purposesCreate proposals and illustrative models for key sales representatives as neededCollaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.Required Qualifications, Skills, and Capabilities4-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 soldSpecialized knowledge of JPMorgan's Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio InsightsAble to communicate effectively (verbal and written) with a wide variety of stakeholders – e.g. external and internal partnersProactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environmentExceptional time management and organization skills; able to produce high quality work in a deadline driven environmentIntermediate to advanced computer skills - e.g. Salesforce, Microsoft SuiteFINRA/NASAA licenses - Series 7; Series 63