Wealth Management Practice Enablement Consultant

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The PMC will mentor advisors, provide coaching to field leadership, and serve as a subject matter expert on Practice Management tools, processes, and goals-based initiatives to drive adoption and client outcomes.

Qualifications

• 6+ years broad business and sales experience in the wealth management industry.
• Strong leadership and ability to partner with others.
• Foundational knowledge in goals-based investing.
• Deep investment knowledge and ability to articulate complex ideas.
• Experience with practice management coaching and client strategies.
• Exceptional written and executive communication skills.
• Series 7 and Series 66 licenses required.

Responsibilities

• Deliver practice management concepts and tools to financial advisors and field leadership.
• Mentor and train advisors to be more effective in their roles.
• Deliver clear communications to the field and partners about new initiatives.
• Serve as subject matter expert on Practice Management tools and capabilities.
• Develop advisor content and drive adoption of goals-based advice initiatives.

Skills

Leadership

Goals-based investing

Investment knowledge

Coaching

Executive communications

Relationship management

Business development

Education

Series 7

Series 66

CFP

Job description

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The PMC will mentor advisors, provide coaching to field leadership, and serve as a subject matter expert on Practice Management tools, processes, and goals-based initiatives to drive adoption and client outcomes.