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

JPMorgan Chase & Co. • Plano, TX

10d

About The Position

The National Branch Team Lead Personal Advisor leads and develops Financial Advisors or Financial Consultants in a strategic hub, including remote-based teams. The role focuses on helping advisors use holistic, goals-based planning and investment advice to support clients’ financial goals and deliver an exceptional client experience. The team lead develops strategies to convert high-quality leads into new clients and maintain client relationships, while promoting team success and a culture of diversity and inclusion.

The position partners closely with Supervisory Management and manages day-to-day administrative, supervisory, and operational aspects of the business. It also establishes a strong risk-and-control culture, safeguards clients and the business, identifies team development needs and delivers training, and uses knowledge of financial markets and economic trends to execute growth strategies and pursue effective outcomes for clients across multiple geographies.

Requirements

• At least 5 years of Advisor management experience or relevant industry experience, with a proven track record of developing and coaching high-performing Advisor teams in 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 Series 9 and Series 10 licenses, or equivalent; the posting states these may be obtained within 60 days of starting in the role as a condition of employment.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or obtain it 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, or obtain them within 60 days of starting in the role as a condition of employment.
• Ability to take initiative, identify solutions, demonstrate an entrepreneurial business spirit, and execute with urgency.
• Ability to lead teams with a solution-oriented approach across multiple geographies.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Coach, develop, and train Financial Advisors or Financial Consultants in holistic, goals-based planning and client experience.
• Develop strategies to help advisors convert high-quality leads into new clients and maintain those relationships.
• Encourage team success and the goals of the firm while fostering 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 and develop and conduct training when gaps in team or individual needs are identified.
• Translate knowledge of financial markets and economic trends into execution of the growth strategy.
• Lead the team with a solution-oriented mindset to pursue the best outcomes for clients across multiple geographies.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, potentially paid as cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed