Job Description

Job Description

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, you will partner with Market and Regional Leadership to develop Financial Advisors. You will coach Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service to help Advisors build successful, sustainable practices. You will engage with Leadership as a member of the Market and Region Operating Committees presenting strategic forward looking plans to help achieve strong business results.

Job Responsibilities

• 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
• Lead advisors in a Goals-Based Approach to Investing
• Field 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 goals
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
• Act as a subject matter expert on the Practice Management tools, products and capabilities – specifically Wealth Plan and client relationship system
• Build out useful advisor content and drive adoption of goals-based advice initiatives
• Deliver both one on one and workshop based presentations and training

Required qualifications, capabilities, and skills

• Series 7 and Series 66 required
• At least 5 years business and sales experience in wealth management
• Proven leadership/coaching experience and ability to effectively partner with others
• Expertise in Financial Planning and delivering a goals-based approach to investing
• Deep investment, product and capital markets knowledge
• Ability to effectively communicate complex concepts simply
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
• Strong presentation skills to individuals and large groups

Preferred qualifications, capabilities, and skills

• CFP ®
• Exceptional verbal and written communications skills with individuals and large groups in person and virtually

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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We’re proud to lead the U.S. 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. households.

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