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

JPMorganChase; Boca Raton (FL); On-site; USD 90,000 - 135,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors in applying Practice Management concepts and tools. The role emphasizes leadership, client-focused coaching, and delivering impactful communications across the field.

The PMC will act as a subject matter expert on Practice Management tools and capabilities, delivering content to drive adoption of goals-based advice and strong business processes within the advisory teams.

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.
• Series 7 and Series 66 required; CFP preferred.

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 experience

Executive communication

Sales experience

Wealth management knowledge

Coaching experience

Goals-based investing

Education

Series 7 certification

Series 66 certification

Job description

Job Description

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

Job Description

As a Practice Management Consultant within J.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

ABOUT US

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. Additional details about total compensation and benefits will be provided during the hiring process.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching
• more

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

About The Team

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.