J.P. Morgan - Vice President - Practice Management Consultant

JPMorganChase; New Orleans (LA); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in New Orleans seeks a Practice Management Consultant to enhance the development of Financial Advisors. The role involves delivering practice management tools, mentoring advisors, and creating effective strategies to achieve business goals. The ideal candidate has over 5 years of relevant experience in wealth management and strong communication skills.

Benefits

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Qualifications

• 5+ years of business and sales experience in wealth management.
• Proven leadership experience and ability to partner effectively.
• Exceptional written and executive communication skills.
• Strong presentation skills to educate advisors.

Responsibilities

• Deliver key practice management concepts and tools to advisors.
• Provide coaching and training to help advisors succeed.
• Create strategic partnerships to achieve business goals.
• Become a subject matter expert on relevant tools.

Skills

Leadership

Coaching

Investment knowledge

Communication skills

Presentation skills

Education

Series 7

Series 66

CFP preferred

Job description

Practice Management Consultant

We are looking for a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools.

Job 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 to help them be the most effective advisors possible
• Lead advisors in a Goals-Based Approach to Investing
• Field advisor requests and identify how the request should be resolved or escalated through partnerships with key subject matter experts
• Create strategic partnerships with regional leads and operating committees to drive adoption of initiatives and achieve business goals
• Deliver effective communications to the field and between partners to support new advisor initiatives and updates
• Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship system
• Build out useful advisor content and drive adoption of goals-based advice initiatives
• Deliver both one-on-one and workshop-based presentations and training

Required Qualifications

• 5+ years broad business and sales experience in the wealth management industry
• Proven leadership experience and ability to effectively partner with others
• Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
• 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
• Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions
• Series 7, Series 66 required

Preferred Qualifications

• CFP preferred
• Previous Advisor experience preferred

About the Team

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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, including 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.

Equal Opportunity Employer

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.