Wealth Practice Consultant: Advisor Growth & Training

Fairygodboss; Boca Raton (FL); On-site; USD 120,000 - 150,000; Full time

Job summary

Chase is seeking a Practice Management Consultant within J.P. Morgan Wealth Management to support Financial Advisors with practice management concepts and tools. You will mentor advisors, delivering coaching and training to help them become the most effective professionals.

You will craft communications across the field to support new advisor initiatives and updates. The role requires 6+ years in wealth management, proven leadership, and deep investment knowledge.

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

Leadership

Executive communication

Coaching

Relationship management

Business development

Investment knowledge

Goals-based investing

Job description

Chase is seeking a Practice Management Consultant within J.P. Morgan Wealth Management to support Financial Advisors with practice management concepts and tools. You will mentor advisors, delivering coaching and training to help them become the most effective professionals.

You will craft communications across the field to support new advisor initiatives and updates. The role requires 6+ years in wealth management, proven leadership, and deep investment knowledge.