JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

JPMorganChase•Plano, TX

10d

About The Position

JPMorgan Wealth Management is seeking a National Branch Team Lead Personal Advisor in Plano, Texas. The role leads and develops Financial Consultants, helping them use holistic, goals-based planning to support clients’ financial goals and deliver an exceptional client experience. The team lead is expected to grow and maintain client relationships, guide the conversion of high-quality leads into new clients, and build a culture focused on team success, diversity, inclusion, risk awareness, and client protection. The position partners closely with Supervisory Management and oversees the day-to-day administrative, supervisory, and operational aspects of the business. It also involves identifying training needs and delivering training, applying knowledge of financial markets and economic trends to growth strategies, and leading teams toward solution-oriented outcomes for clients across multiple geographies. The role requires at least five years of Advisor management or relevant industry experience and a record of developing and coaching high-performing Advisor teams.

Requirements

At least five years of Advisor management experience or relevant industry experience.
A proven track record of developing and coaching high-performing Advisor teams in both dedicated and team-based client relationship management channels.
High degree of investment services and product acumen, with experience in goals-based planning and advice.
Valid and active Securities Industry Essentials (SIE) registration.
Valid and active Series 7 license.
Valid and active Series 66 (or Series 63 and 65) license.
Valid and active Series 9 and Series 10 licenses, or equivalent; may be obtained within 60 days of starting in the role as a condition of employment.
Valid and active insurance licenses for Life, Health, and Variable lines of authority; may be obtained within 60 days of starting in the role as a condition of employment.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Coach, develop, and train Financial Consultants in holistic, goals-based planning and client service.
Coach and develop strategies to help Financial Consultants convert high-quality leads into new clients and maintain client relationships.
Champion team success and firm goals while fostering a culture of diversity and inclusion.
Attract, retain, and develop a team of remote-based Financial Consultants in a strategic hub.
Partner with Supervisory Management and manage day-to-day administrative, supervisory, and operational aspects of the business.
Create a culture of risk and control, acting with appropriate understanding and urgency to safeguard clients and the business.
Identify solutions proactively, take initiative, and execute with urgency and an entrepreneurial business spirit.
Identify team and individual training gaps and develop and conduct training to address them.
Apply knowledge of financial markets and economic trends to execute growth strategies.
Lead the team with a solution-oriented mindset to pursue the best outcomes for clients across multiple geographies.