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

Next Frontier Capital; Boca Raton (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Job summary

Chase is seeking a Practice Management Consultant within JPMorgan Wealth Management to support Advisors with practice management concepts and tools. The role focuses on coaching, mentorship, and delivering communications across field leadership to advance advisor initiatives.

Ideal candidates bring 6+ years in wealth management, strong leadership, and deep investment knowledge, with Series 7 and 66 licenses required; CFP preferred.

Qualifications

• 6+ years broad business and sales experience in wealth management or related field.
• Proven leadership experience and ability to effectively partner with others.
• Foundational knowledge in a goals-based approach to investing.
• Deep investment and product knowledge; ability to articulate complex investment ideas.
• Experience with practice management coaching, client contact strategies, and financial planning.
• Exceptional written skills and strong executive communications experience.
• Series 7 and Series 66 licenses are required.

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 maximize effectiveness.
• Deliver effective communications to the field and between partners to support new advisor initiatives and updates.
• Operate as subject matter expert on Practice Management tools, products and capabilities.
• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives.

Skills

Leadership experience

Executive communications

Coaching

Relationship management

CFP

Education

Series 7

Series 66

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 leadership by providing them with a strong foundation in Practice Management Behaviors 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:

• CFP preferred

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.

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

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Support and guide advisors to strengthen their business and help them build a successful and sustainable wealth management practice