Advisor Practice Growth Coach

Socket.dev; Boca Raton (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Boca Raton is seeking a Practice Management Consultant to support Financial Advisors with the delivery of Practice Management concepts and tools.

You will mentor advisors and field leadership, deliver effective communications, and serve as a subject matter expert on Practice Management tools and capabilities to drive adoption of goals-based advice.

This role requires 6+ years of related experience, leadership ability, and a strong foundation in investment concepts.

Qualifications

• 6+ years broad business and sales experience in the wealth management industry.
• Proven leadership experience and ability to effectively partner with others.
• Foundational knowledge in a goals-based approach to investing.
• Deep investment and product knowledge, and the ability to articulate complex investment ideas.
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning.
• Exceptional written skills and strong executive communications experience.

Responsibilities

• Deliver key practice management concepts and tools to financial advisors and field leadership.
• Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible.
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates.
• Operate as subject matter expert on the Practice Management tools, products and capabilities.
• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives.

Skills

Leadership

Investment knowledge

Communication

Coaching

Financial planning

Tools

Series 7/66 licenses

Job description

JPMorgan Chase in Boca Raton is seeking a Practice Management Consultant to support Financial Advisors with the delivery of Practice Management concepts and tools.

You will mentor advisors and field leadership, deliver effective communications, and serve as a subject matter expert on Practice Management tools and capabilities to drive adoption of goals-based advice.

This role requires 6+ years of related experience, leadership ability, and a strong foundation in investment concepts.