Service Advisor Jobs at JPMorganChase with Visa Sponsorship
Service Advisor roles at JPMorganChase sit at the intersection of client relationships and financial operations, requiring both technical knowledge and communication skills. JPMorganChase has a consistent track record of sponsoring international talent across multiple visa categories for this function, making it a realistic target for qualified visa-dependent job seekers.
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Get Access To All JobsJOB 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
About us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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
About us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
See all 894+ Service Advisor at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Service Advisor at JPMorganChase roles.
Get Access To All JobsTips for Finding Service Advisor Jobs at JPMorganChase Jobs
Align your credentials to specialty occupation standards
JPMorganChase's Service Advisor roles typically require a degree in finance, business, or a related field. Make sure your transcripts and any foreign credential evaluations clearly reflect that field-specific connection before you apply.
Target JPMorganChase's internal mobility pipeline
JPMorganChase frequently promotes Service Advisors from within its retail and commercial banking divisions. If you're already in a support or analyst role at the firm, an internal transfer can move your sponsorship timeline faster than an external application.
Confirm E-Verify enrollment before accepting an offer
As a large financial institution, JPMorganChase is enrolled in E-Verify, which is required for lawful employment verification. Confirming this early removes one variable when you're evaluating whether a formal offer will lead to a viable sponsorship filing.
Use Migrate Mate to find active Service Advisor openings
Sponsorship-friendly Service Advisor listings at firms like JPMorganChase aren't always easy to filter for on general job boards. Use Migrate Mate to search roles specifically vetted for visa sponsorship so you're applying where it counts.
Prepare for PERM timing if pursuing permanent residence
JPMorganChase sponsors EB-2 and EB-3 Green Cards for qualifying roles, but PERM labor certification can take well over a year. Ask your recruiter about the firm's typical timeline from H-1B approval to Green Card initiation so you're not caught off guard.
Service Advisor at JPMorganChase jobs are hiring across the US. Find yours.
Find Service Advisor at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Service Advisors?
Yes, JPMorganChase sponsors H-1B visas for Service Advisor roles. The firm has a consistent pattern of filing petitions for this function across its banking and financial services divisions. Because JPMorganChase qualifies as a large employer, H-1B cap-subject petitions go through the annual USCIS lottery, so timing your application cycle around the March registration window matters.
How do I apply for Service Advisor jobs at JPMorganChase?
You can find Service Advisor openings through JPMorganChase's careers portal or through Migrate Mate, which filters roles by visa sponsorship eligibility. When applying, tailor your resume to highlight client-facing financial experience and any relevant licensing such as Series 6 or Series 7, since JPMorganChase frequently lists these as preferred qualifications for Service Advisor candidates.
Which visa types does JPMorganChase commonly use for Service Advisor roles?
JPMorganChase sponsors H-1B, H-1B1, and E-3 visas for Service Advisor positions, as well as employment-based Green Cards through the EB-2 and EB-3 categories. Australian citizens can pursue the E-3 route, which has no lottery and a dedicated annual allocation. H-1B1 is available to Chilean and Singaporean nationals under their respective free trade agreements with the U.S.
What qualifications does JPMorganChase expect for Service Advisor candidates?
JPMorganChase typically looks for a bachelor's degree in finance, business administration, or a closely related field for Service Advisor roles, which also supports the specialty occupation requirement for visa sponsorship. Relevant experience in client advisory, wealth management, or retail banking is weighted heavily. Securities licensing such as Series 6, Series 7, or Series 66 strengthens your application significantly.
How do I plan around visa processing timelines when targeting a Service Advisor role at JPMorganChase?
If you need an H-1B, the cap registration window opens in March each year and employment can begin no earlier than October 1 of the same year. USCIS premium processing can reduce the adjudication period to around 15 business days once a petition is filed. Build at least six months of lead time into your job search to account for offer negotiations, LCA certification with the DOL, and petition preparation.
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