[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · Columbus, OH # Asset Management - Financial Advisor Services - Analyst Columbus, OH, United States Finance & Accounting Listed on JPMorganChase’s official careers site. Posted September 28, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210795624) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / Asset Management - Financial Advisor Services - Analyst ## Job description Our 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 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. Required Qualifications, Skills, and Capabilities 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 ## At a glance - Posted by the employer: Sep 28, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: 22 days - Location: Columbus, OH, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210795624) ## More jobs at JPMorganChase ### [2027 Financial Advisor Development Program - Full-Time Analyst (OH)](https://jobs.opennash.com/companies/jpmorganchase/jobs/3aaf64e9f0a4617fde4d/) Columbus, OH, United States ### [2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)](https://jobs.opennash.com/companies/jpmorganchase/jobs/c10c61c97725646b7895/) Columbus, OH, United States ### [AI Valuation Chief of Staff-Vice President-Finance & Business Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/d49f0eafe32a0343e0d9/) Columbus, OH, United States ### [Asset Management Senior Accountant](https://jobs.opennash.com/companies/jpmorganchase/jobs/2abddcbb5ace92d5a95b/) Columbus, OH, United States ## Similar jobs at other companies ### [Senior Financial Analyst - Transamerica Asset Management](https://jobs.opennash.com/companies/aegon/jobs/e0a91b50aba15072f2e9/) Aegon · Cedar Rapids, Iowa ### [Summer 2027 Real Estate Financial Analysis (Investment and Asset Management) in Detroit, Michigan | Real Estate Management at Rocket Companies](https://jobs.opennash.com/companies/rocket-companies/jobs/9c11e3bdd3919f8059bb/) Rocket Companies · Detroit, Michigan ### [Director Asset Management](https://jobs.opennash.com/companies/equity-residential/jobs/6b9ec18a237a0ddaab0d/) Equity Residential · Atlanta, GA ### [Head of Marketing - Transamerica Asset Management](https://jobs.opennash.com/companies/aegon/jobs/82f77b2ff3925006c1be/) Aegon · Denver, Colorado ### [Senior Analyst Asset Management](https://jobs.opennash.com/companies/equity-residential/jobs/adc46b64702abf022048/) Equity Residential · Irvine, CA OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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