This team provides practice management coaching and consultations with experienced financial advisors in one-on-one, small group and large workshop settings, identifying areas of opportunity for growth within their books of business and helping them create action plans to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a foundational cornerstone of the practice, developing teaming arrangements, utilizing business development accounts for marketing and client events, cultivating organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging next-gen/legacy client relationships. You will also consult with regional and market-level leadership, helping them to upskill and coach advisors on these practice management behaviors.
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Job Summary
As part of the highly visible Advisor Growth Program team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success.
As a Practice Management Consultant (PMC) for the Advisor Growth Program, you will spend each day supporting the development of Private Client Advisors through the delivery of Practice Management concepts and tools. Demonstrating strategic thought leadership, as well as delivery of best practices, you will leverage your deep understanding of practice management behaviors and strong analytical acumen to make informed decisions that deliver to each of our businesses. If you are intellectually curious and have a passion for driving solutions across organizational boundaries, you may be the perfect fit for our team.
This position can be located anywhere in the Central South Division.
Job Responsibilities
- Monitor and evaluate the performance of AGP advisors to ensure alignment with divisional goals.
- Plan and implement learning and development programs to enhance the skills and capabilities of AGP advisors.
- Communicate Program-Level Updates by providing regular updates and reports on the AGP program to divisional leadership and other stakeholders.
- Facilitate Cross-Functional Collaboration by encouraging and supporting collaboration between different functions within the division to enhance the development of AGP advisors.
- Support Strategic Planning for AGP Development: Contribute to the strategic planning process for the development and growth of AGP advisors within the division.
- Ensure that the development of AGP advisors aligns with the overall objectives and priorities of the division.
- Lead efforts to communicate important program updates and changes to AGP advisors and divisional leadership.
Required Qualifications, Capabilities, and Skills
- 10+ years broad business experience in the wealth management industry.
- Proven leadership experience and ability to effectively partner with others.
- Experience with practice management-related coaching, including business development, business management, and relationship management.
- Exceptional writing skills and strong executive communications experience.
- Strong presentation skills and ability to coach advisors to present effectively.
- Series 7, Series 66 required.
Preferred Qualifications, Capabilities, and Skills
CFP®
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 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 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.