JPMorgan Wealth Management-Practice Management Consultant-NY Boroughs

JPMorganChase • Brooklyn, NY

11d

About The Position

As a Practice Management Consultant within J.P. Morgan Wealth Management, you will support the development of Financial Advisors by delivering Practice Management concepts and tools. You will support advisors and field leadership by providing a strong foundation in the Practice Management behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management, and Service.

Requirements

• At least 6 years of broad business and sales experience in the wealth management industry.
• Proven leadership experience and ability to partner effectively with others.
• Foundational knowledge of a goals-based approach to investing.
• Deep investment and product knowledge, with 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 writing skills and strong executive communications experience.
• Series 7 and Series 66 licenses required.

Nice To Haves

• CFP preferred.

Responsibilities

• Deliver key practice management concepts and tools to financial advisors and field leadership.
• Mentor and support advisors by providing coaching and training to help them be effective advisors.
• Deliver communications to the field and between partners in the division and region to support new advisor initiatives and updates.
• Serve as a subject matter expert on Practice Management tools, products, and capabilities.
• Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives.

What This Job Offers

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