JPM Wealth Management - Practice Management Consultant - Midwest

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management seeks a Practice Management Consultant to support Financial Advisors with Practice Management concepts and tools.

The PMC will mentor advisors, deliver coaching, and provide communications to field leadership to support new advisor initiatives and updates, acting as a subject matter expert on Practice Management tools, products and capabilities. The role requires 6+ years in wealth management, strong leadership, and ability to articulate complex investment ideas and

Qualifications

• 6+ years of broad business and sales experience in wealth management.
• Proven leadership experience and ability to partner with others.
• Foundational knowledge in a goals-based investing approach.
• Deep investment and product knowledge; able to articulate complex ideas.
• Experience with practice management coaching, client contact strategies, book segmentation, and financial planning.
• Exceptional written and executive communications skills.
• 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

Executive communications

Goals-based investing

Investment knowledge

Product knowledge

Practice management coaching

Client contact strategies

Book segmentation

Financial planning

Series 7

Series 66

CFP preferred

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 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