National Branch Team Lead - Personal Financial Advisors

JP Morgan Chase; Plano (TX); Presencial; USD 120.000 - 180.000; Jornada completa

Descripción de la vacante

JP Morgan Chase in Plano, TX is seeking an experienced Advisor management leader to coach and develop Financial Advisors across both dedicated and team-based client relationship channels. You will drive goals-based planning, ensure exceptional client experiences, and lead a remote-based consultant team in a strategic hub.

The role requires Series 9/10, Series 7, Series 66 or willingness to obtain within 60 days, SIE, and Life/Health/Variable insurance licenses.

Formación

• A valid and active Series 9 and Series 10.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Securities Industry Essential (SIE).
• Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment.

Responsabilidades

• Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience
• High degree of investment services and product acumen with experience in goals-based planning and advice
• Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships
• Champion and encourage your team’s success and the goals of the firm, while building and fostering a culture of diversity and inclusion
• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub
• 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
• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
• Ability to lead team in a “solution-oriented” mindset to work towards best possible outcomes for all clients across multiple geographies

Conocimientos

Series 9

Series 10

Series 7

Series 66

SIE

Insurance licenses

Descripción del empleo

JP Morgan Chase in Plano, TX is seeking an experienced Advisor management leader to coach and develop Financial Advisors across both dedicated and team-based client relationship channels. You will drive goals-based planning, ensure exceptional client experiences, and lead a remote-based consultant team in a strategic hub.

The role requires Series 9/10, Series 7, Series 66 or willingness to obtain within 60 days, SIE, and Life/Health/Variable insurance licenses.