Wealth Management Practice Coach & Advisor Growth

JPMorgan Chase & Co.; Plantation (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Practice Management Consultant within Wealth Management to support the development of Financial Advisors through Practice Management concepts and tools.

The Practice Management Consultant will mentor advisors, deliver communications to the field, and act as a subject matter expert on Practice Management tools and capabilities, helping drive adoption of goals-based advice initiatives.

Qualifications

• 6+ years broad business and sales experience in the wealth management industry.
• Proven leadership experience and ability to effectively partner with others.
• Foundational knowledge in a goals-based approach to investing.
• Deep investment and product knowledge, and the ability to articulate complex investment ideas.
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning.
• Exceptional written skills and strong executive communications experience.
• Series 7, Series 66 required.

Responsibilities

• Deliver key practice management concepts and tools to financial advisors and field leadership
• Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
• Operate as subject matter expert on the Practice Management tools, products and capabilities
• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

Skills

Wealth management sales

Leadership

Goals-based investing

Investment knowledge

Practice management coaching

Executive communication

Series 7/66

Job description

JPMorgan Chase & Co. in the United States seeks a Practice Management Consultant within Wealth Management to support the development of Financial Advisors through Practice Management concepts and tools.

The Practice Management Consultant will mentor advisors, deliver communications to the field, and act as a subject matter expert on Practice Management tools and capabilities, helping drive adoption of goals-based advice initiatives.