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 Practice Management Consultant within the J.P. Morgan Wealth Management team, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools. The Practice Management Consultant (PMC)  supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice.  You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. 

The Practice Management Consultant will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

Job Responsibilities:

Deliver key practice management concepts and tools to financial advisors and field leadershipServe as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possibleLead advisors in a Goals-Based Approach to InvestingField 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 goalsDeliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updatesBecome a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan (WP) and client relationship systemBuild out useful advisor content and drive adoption of goals-based advice initiativesDeliver both one on one and workshop based presentations and training

 

Required qualifications, skills, and capabilities:

5+ years broad business and sales experience in the wealth management industryProven leadership experience and ability to effectively partner with othersAbility to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experienceFoundational knowledge in a goals-based approach to investingDeep investment and product knowledge, and the ability to articulate complex investment ideasExperience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planningExceptional written skills and strong executive communications experienceStrong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutionsSeries 7, Series 66 required

Preferred qualifications, skills, and capabilities: 

CFP preferred

 

 

To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position.  Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).