Lead Financial Advisor Team | Coaching Top Advisors

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Personal Advisor Team Lead to guide a team of Personal Advisors at a National Branch into delivering comprehensive financial planning and client service. You will coach, develop, and motivate the team while collaborating with One Chase partners to connect Banking, Lending and digital solutions.

The role emphasizes building client relationships, driving performance, and maintaining a culture of risk and control to protect clients and the business.

Qualifications

• Active Series 9/10 and Series 7, 66, and SIE licenses or ability to obtain within 60 days of starting in the role as a condition of employment.
• Life, Health and Variable licenses required or may be obtained within 60 days of starting in the role as a condition of employment.
• 5+ years of advisor management experience with a proven track record of coaching high performing advisor teams.

Responsibilities

• Attract, retain and develop a team of Personal Advisors in a strategic hub.
• Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions.
• Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital.
• 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.
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy.
• Establish approach to ensure operational excellence and control-focus of employees.

Skills

Leadership

Coaching

Team Management

Education

Bachelor's degree

Series 9/10

SIE

Series 7

Series 66

Life/Health/Variable Insurance Licenses

Job description

JPMorgan Chase & Co. in the United States seeks a Personal Advisor Team Lead to guide a team of Personal Advisors at a National Branch into delivering comprehensive financial planning and client service. You will coach, develop, and motivate the team while collaborating with One Chase partners to connect Banking, Lending and digital solutions.

The role emphasizes building client relationships, driving performance, and maintaining a culture of risk and control to protect clients and the business.