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Salesforce Financial Analyst Jobs Near Me

IT America Inc

Salesforce BSA Lead

Columbus, OH · On-site

$105K - $137K/yr

As a Lead BSA Analyst, you will work with the business to understand their needs, document ... Key EDW salesforce products utilized include Sales and Service cloud, Financial Services cloud ...

Ci

Senior Wealth Analyst

Columbus, OH · On-site

$82K - $102K/yr

Increasing level of financial planning and investment knowledge through practice and advancing ... Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment ...

Univar Solutions

Margin Analyst

Dublin, OH · Hybrid

Financial Responsibility: Transactional Margin Review + Monthly Exception Report Process (SOX ... SalesForce * Microsoft Office Where you will work: Dublin, OH Hybrid 3 x a week in office It takes ...

Univar Solutions

Margin Analyst

Dublin, OH · On-site

Financial Responsibility: Transactional Margin Review + Monthly Exception Report Process (SOX ... SalesForce * Microsoft Office Where you will work: Dublin, OH Hybrid 3 x a week in office It takes ...

Univar Solutions

Margin Analyst

Dublin, OH · Hybrid

Financial Responsibility: Transactional Margin Review + Monthly Exception Report Process (SOX ... SalesForce * Microsoft Office Where you will work: Dublin, OH Hybrid 3 x a week in office It takes ...

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How much do salesforce financial analyst jobs pay per year?

As of Aug 27, 2026, the average yearly pay for salesforce financial analyst in the United States is $80,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $102,500.00 per year, depending on experience, location, and employer.

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Salesforce Financial Analyst jobs near you
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Asset Management - Financial Advisor Services - Analyst

JPMorgan Chase & Co

Columbus, OH

Full-time

Medical, Retirement

Re-posted 5 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

70th of 172 rated banks

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 
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

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.

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