Wealth Practice Architect & Advisor Coach

Testing Site - JPMC; Cherry Hill Township (NJ); On-site; USD 110,000 - 180,000; Full time

Job summary

Testing Site - JPMC in New Jersey is seeking a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools. You will mentor advisors, coach them to be more effective, and communicate updates across the field and with regional partners.

Required are 6+ years in wealth management, Series 7 and 66, and strong investment knowledge with exceptional written and executive communication skills. CFP preferred.

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 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

6+ years experience in wealth mgmt

Leadership experience

Goals-based investing

Investment knowledge and articulation

Practice management coaching

Executive communications

Series 7 & Series 66

CFP preferred

Job description

Testing Site - JPMC in New Jersey is seeking a Practice Management Consultant to support the development of Financial Advisors with the delivery of Practice Management concepts and tools. You will mentor advisors, coach them to be more effective, and communicate updates across the field and with regional partners.

Required are 6+ years in wealth management, Series 7 and 66, and strong investment knowledge with exceptional written and executive communication skills. CFP preferred.