JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

JP Morgan Chase; Plano (TX); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

JP Morgan Chase in Plano, TX is seeking an experienced Advisor management leader to coach and develop Financial Advisors across both dedicated and team-based client relationship channels. You will drive goals-based planning, ensure exceptional client experiences, and lead a remote-based consultant team in a strategic hub.

The role requires Series 9/10, Series 7, Series 66 or willingness to obtain within 60 days, SIE, and Life/Health/Variable insurance licenses.

Formación

• A valid and active Series 9 and Series 10.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Securities Industry Essential (SIE).
• Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment.

Responsabilidades

• Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience
• High degree of investment services and product acumen with experience in goals-based planning and advice
• Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships
• Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion
• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub
• Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
• Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Conocimientos

Series 9

Series 10

Series 7

Series 66

SIE

Insurance licenses

Descripción del empleo

At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams in both a dedicated and team-based client relationship management channel

• Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience
• High degree of investment services and product acumen with experience in goals-based planning and advice
• Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships
• Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion
• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub
• Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
• Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Required qualifications, capabilities and skills

• A valid and active Series 9 and Series 10
• A valid and active Series 7
• A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Securities Industry Essential (SIE)
• Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment