Wealth Management Market Director — Lead Advisor Teams

JPMorgan Chase & Co.

Columbus (OH)

On-site

USD 150,000 - 210,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Columbus, OH, seeks a Market Director of Wealth within Wealth Management to lead a team of Financial Advisors and deliver an exceptional client experience.

You will drive a culture of excellence, recruit and develop advisors, and collaborate with partners to provide comprehensive financial solutions while leveraging technology to meet evolving client needs. This senior role requires a proven track record in advisor management, strong financial acumen, and willingness to

Qualifications

  • 5+ years of Advisor management experience
  • Ability to travel 50% of the time
  • FINRA Series 7, 66 (or equivalent) required
  • FINRA Series 9/10 (or equivalent) required within 60 days
  • Proven ability to recruit and attract Advisor talent
  • Strong investment services and product knowledge
  • Excellent communication and risk-control mindset

Responsibilities

  • Lead a team of Financial Advisors servicing a wide range of clients
  • Identify opportunities to attract, recruit, and develop Advisors
  • Collaborate with Branch Management, Business Banking and Home Lending partners
  • Drive technology usage to meet customer needs and support a customer-obsessed culture
  • Manage day-to-day administrative and supervisory activities for the territory
  • Create a culture of risk awareness and controls
  • Proactively identify solutions with urgency

Skills

Advisor management
Travel willingness
Communication skills

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Columbus, OH, seeks a Market Director of Wealth within Wealth Management to lead a team of Financial Advisors and deliver an exceptional client experience.

You will drive a culture of excellence, recruit and develop advisors, and collaborate with partners to provide comprehensive financial solutions while leveraging technology to meet evolving client needs. This senior role requires a proven track record in advisor management, strong financial acumen, and willingness to

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