Job Information
JPMorgan Chase JP Morgan Wealth Management -Vice President, Practice Management Consultant in Chicago, Illinois
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has $600 billion in Assets Under Management and 5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Practice Management Consultant within J.P. Morgan Wealth Management, you will partner with Market and Regional Leadership to develop Financial Advisors. You will coach Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service to help Advisors build successful, sustainable practices.
Job 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
Lead advisors in a Goals-Based Approach to Investing
Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
Act as a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan and client relationship system
Build out useful advisor content and drive adoption of goals-based advice initiatives
Deliver both one on one and workshop based presentations and training
Required qualifications, capabilities, and skills
Series 7 and Series 66 required
At least 5 years business and sales experience in wealth management
Proven leadership/coaching experience and ability to effectively partner with others
Expertise in Financial Planning and delivering a goals-based approach to investing
Deep investment, product and capital markets knowledge
Ability to effectively communicate complex concepts simply
Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
Strong presentation skills to individuals and large groups
Exceptional verbal and written communications skills with individuals and large groups in person and virtually
Preferred qualifications, capabilities, and skills
- CFP ®
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans