JPM Wealth Management-Practice Management Consultant-Boca Raton, FL

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The PMC will mentor advisors, provide coaching to field leadership, and serve as a subject matter expert on Practice Management tools, processes, and goals-based initiatives to drive adoption and client outcomes.

Qualifications

• 6+ years broad business and sales experience in the wealth management industry.
• Strong leadership and ability to partner with others.
• Foundational knowledge in goals-based investing.
• Deep investment knowledge and ability to articulate complex ideas.
• Experience with practice management coaching and client strategies.
• Exceptional written and executive communication skills.
• Series 7 and Series 66 licenses required.

Responsibilities

• Deliver practice management concepts and tools to financial advisors and field leadership.
• Mentor and train advisors to be more effective in their roles.
• Deliver clear communications to the field and partners about new initiatives.
• Serve as subject matter expert on Practice Management tools and capabilities.
• Develop advisor content and drive adoption of goals-based advice initiatives.

Skills

Leadership

Goals-based investing

Investment knowledge

Coaching

Executive communications

Relationship management

Business development

Education

Series 7

Series 66

CFP

Job description

As a Practice Management Consultant withinJ.P. Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The Practice Management Consultant (PMC)supports advisors and field leadershipby providing them with a strong foundation in Practice ManagementBehaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.

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, 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

Required qualifications, skills, and capabilities:

• 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

• Series 7, Series 66 required

Preferred qualifications, skills, and capabilities:

• CFPpreferred