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JPMorgan Chase J.P. Morgan Advisors - Business Development Analyst in Santa Barbara, California

In J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

The role we are looking to fill is a Business Development Associate who will work with an established team at J.P. Morgan Advisors servicing high-net-worth individuals within J.P. Morgan Asset & Wealth Management. We are looking for someone whose main focus is to become a Financial Advisor within the team. The role will be incorporated into a 30-month program that includes individual, group, and self-learning and this person will be held to new client acquisition metrics. Success requires diverse and talented people who are excited about being a team player and can apply critical thinking skills in a fast-paced environment and be comfortable making outgoing contact to clients and prospective clients.

This candidate will be responsible for delivering and driving new business acquisition and sales team support, including but not limited to:

  • Working with Financial Advisors to identify prospective clients; develop target pipelines, contact prospective clients, and schedule meetings to initiate new business

  • Taking part in the creation of marketing materials for prospective clients, providing business development support for generating new business as well as creating and expanding prospect lists

  • Conducting research and analysis on listed securities, alternative investments, etc., as well as creating and managing reporting tools used to improve processes across all business functions including marketing, servicing, and portfolio risk management.

  • Will help Financial Advisors research financial markets through data analysis, execute complex transactions, and develop deep relationships with existing and prospective clients.

  • Extensive outreach work via phone and e-communication

  • Sponsorship for CERTIFIED FINANCIAL PLANNERâ„¢ education program available

Qualifications:

  • Strong desire to understand the Wealth Management business, in particular banking and investment products, Previous sales experience a plus

  • Candidate must be organized, detail-oriented, take initiative, have strong interpersonal skills and a positive attitude, and be prepared to transition into a commission-based sales role

  • Entrepreneurial, motivated, and willing to be coached

  • Advanced knowledge of Microsoft Word, PowerPoint, and Excel

  • Series 7 and 66 required within 4 months of start date

  • Bachelor's degree required

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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