JPMorgan Wealth Management-Practice Management Consultant-NY Boroughs

JPMorgan Chase & Co. • New York, NY

12d • $133,000 - $225,000

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 with a foundation in 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 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 through coaching and training to help them become more effective.
• Communicate effectively with the field and partners across 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.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in 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: Mid Level
• Education Level: No Education Listed