Asset Management - Financial Advisor Services - Analyst

Advisor Services Analysts, are responsible for a broad range of activities, including: serving as a prospecting resource to drive new business opportunities, building and managing client relationships, educating clients on JPMorgan products, and identifying leading advisors through calling efforts, mail/e-mail campaigns, and referrals. 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. Prospecting, closing business, building relationships and promoting JPMorgan mutual funds. Answering incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services. Creating client presentations; developing prep and follow up materials for client meetings.

According to JobzMall, the average salary range for a Asset Management - Financial Advisor Services - Analyst in 10390 N McCarran Blvd, Reno, NV 89503, USA is $60,000 to $80,000 per year.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.