Team Lead, Personal Financial Advisors

JPMorganChase; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Personal Advisor Team Lead in National Branch to guide a team of Personal Advisors delivering comprehensive financial planning and advice to clients, helping identify products and services that meet their needs and goals.

You will coach and develop high-performing advisor teams, drive client excellence across remote channels, and foster a culture of inclusion while aligning with firm objectives and risk controls.

Qualifications

• A valid and active Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
• A valid and active Securities Industry Essential (SIE)
• A valid and active Series 7
• A valid and active Series 66 (63/65)
• 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

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

Team leadership

Coaching

Client relationship management

Financial services knowledge

Education

Series 9/10

SIE

Series 7

Series 66 (63/65)

Life, Health & Variable licenses

Job description

JPMorgan Chase in the United States is seeking a Personal Advisor Team Lead in National Branch to guide a team of Personal Advisors delivering comprehensive financial planning and advice to clients, helping identify products and services that meet their needs and goals.

You will coach and develop high-performing advisor teams, drive client excellence across remote channels, and foster a culture of inclusion while aligning with firm objectives and risk controls.