JPMorgan Wealth Management - Boston
3 days ago
Job description
Job DescriptionAs a Practice Management Consultant within the J.P.
Morgan Wealth Management, 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 advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Deliver key practice management concepts and tools to financial advisors and field leadership
Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
Operate as subject matter expert on the Practice Management tools, products and capabilities
Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required Qualifications, Skills, And Capabilities
6+ years broad business and sales experience in the wealth management industry
Proven leadership experience and ability to effectively partner with others
Foundational knowledge in a goals-based approach to investing
Deep investment and product knowledge, and 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 written skills and strong executive communications experience
Series 7, Series 66 required
Preferred Qualifications, Skills, And Capabilities
CFP preferred
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S.
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