Wealth Advisor Operations Lead

Fairygodboss; Chicago (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Chase is hiring a Business Specialist for J.P. Morgan Advisors to oversee the advisor's business operations, coordinate with leadership, manage team workflow, and mentor staff. The role focuses on client service, regulatory compliance, and identifying new business opportunities.

Strong teamwork and multi-tasking are essential to succeed in this fast-paced environment. The position requires Series 7 & 66 licenses (or ability to obtain within 180 days), a Bachelor's degree, and significant

Qualifications

• 7 years' experience in Financial Services industry.
• Strong understanding of the needs and sensitivities of clients.
• Ability to work in a team-based environment.
• Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment.
• Experienced in working on a team with at least two additional Sales Associate
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Bachelor's degree required

Responsibilities

• Oversee sales support for a J.P. Morgan Advisors team through coordination and completion of client service projects.
• Supervise junior sales support including hiring, training, and performance management.
• Regulate workflow within the group and improve efficiencies; develop procedures for client concerns.
• Manage client contact and be main point of contact for key relationships.
• Attend client meetings and complete ad hoc client projects as needed.
• Work with Financial Advisor to identify new business opportunities and grow assets.
• Perform portfolio analysis and stay current on JPMA products and services.
• Assist onboarding of new relationships and meet service needs.

Skills

Client-focused

Teamwork

Workflow management

Regulatory compliance

Problem solving

Communication

Attention to detail

Mentoring junior staff

Education

Bachelor's degree

Job description

Chase is hiring a Business Specialist for J.P. Morgan Advisors to oversee the advisor's business operations, coordinate with leadership, manage team workflow, and mentor staff. The role focuses on client service, regulatory compliance, and identifying new business opportunities.

Strong teamwork and multi-tasking are essential to succeed in this fast-paced environment. The position requires Series 7 & 66 licenses (or ability to obtain within 180 days), a Bachelor's degree, and significant