Wealth Practice Management Coach

JPMorganChase; Boca Raton (FL); On-site; USD 90,000 - 135,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors in applying Practice Management concepts and tools. The role emphasizes leadership, client-focused coaching, and delivering impactful communications across the field.

The PMC will act as a subject matter expert on Practice Management tools and capabilities, delivering content to drive adoption of goals-based advice and strong business processes within the advisory teams.

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 and Series 66 required; CFP preferred.

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 experience

Executive communication

Sales experience

Wealth management knowledge

Coaching experience

Goals-based investing

Education

Series 7 certification

Series 66 certification

Job description

J.P. Morgan Wealth Management is seeking a Practice Management Consultant to support the development of Financial Advisors in applying Practice Management concepts and tools. The role emphasizes leadership, client-focused coaching, and delivering impactful communications across the field.

The PMC will act as a subject matter expert on Practice Management tools and capabilities, delivering content to drive adoption of goals-based advice and strong business processes within the advisory teams.