Advisor Onboarding Specialist - Accelerate Licensing

JPMorgan Chase & Co.; Columbus (OH); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Columbus, OH, is seeking an Advisor Onboarding Associate to coordinate the onboarding of newly hired wealth management advisors, guiding licensing, registrations, exams, and technology setup to ensure readiness.

You will partner with Recruiting, HR, Licensing, Technology, and field management to resolve issues, monitor deadlines, and drive process improvements while maintaining clear communication and high-quality service for advisors and clients.

Qualificações

• Minimum of three years of experience in the brokerage or financial services industry.
• Experience coordinating multiple activities, deadlines, and stakeholder communications within an onboarding, licensing, operational, or comparable program.
• Knowledge of securities registration or insurance licensing processes, including licensing documentation, exam scheduling, or related regulatory requirements.
• Experience communicating procedural requirements, timelines, and status updates to employees, managers, and business partners.
• Ability to monitor progress against established plans, deadlines, and service-level requirements.
• Experience creating process, procedure, or program documentation.

Responsabilidades

• Serve as the primary point of contact for advisors and field management throughout the Advisor Onboarding Program.
• Host onboarding calls to explain program expectations, licensing requirements, timelines, study resources, testing deadlines, and exam-attempt guidelines.
• Initiate securities registration, insurance licensing, carrier appointment, and related onboarding activities for assigned advisors.
• Coordinate with Recruiting, Human Resources, Licensing and Registration, Technology, and field leadership to deliver a consistent onboarding experience.
• Order licensing study materials and develop study calendars that support completion of required coursework and exam preparation.
• Schedule licensing examinations within required time frames and administer applicable retest policies and procedures.
• Monitor advisor progress against study plans, testing deadlines, and onboarding requirements, escalating risks or issues to management when appropriate.
• Connect advisors with tutoring, vendor support, tools, and other resources available throughout the licensing and registration process.
• Manage hardware and software requests, track technology deployment, coordinate installation and setup, and resolve readiness issues.
• Maintain established service-level requirements and communicate clear expectations, deadlines, and status updates to advisors and field management.
• Partner with internal teams to resolve onboarding issues and implement process, efficiency, and control improvements.

Conhecimentos

Onboarding coordination

Stakeholder communication

Process improvement

Attention to accuracy

Data analysis

Formação académica

Bachelor's degree

Ferramentas

Microsoft Excel

PowerPoint

Word

Outlook

Visio

Descrição da oferta de emprego

JPMorgan Chase & Co. in Columbus, OH, is seeking an Advisor Onboarding Associate to coordinate the onboarding of newly hired wealth management advisors, guiding licensing, registrations, exams, and technology setup to ensure readiness.

You will partner with Recruiting, HR, Licensing, Technology, and field management to resolve issues, monitor deadlines, and drive process improvements while maintaining clear communication and high-quality service for advisors and clients.