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JPMorgan Chase

JP Morgan Wealth Management - National Branch Team Lead Personal Advisor - Plano, TX

Plano, TXPosted 9 days ago

Apply on company site View full job

At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams in both a dedicated and team-based client relationship management channel

• Coach, develop and train Financial Advisors to leverage a holistic goals-based planning approach to help clients achieve their financial planning goals, while focused on delivering an exceptional client experience

• High degree of investment services and product acumen with experience in goals-based planning and advice

• Coach, Lead and develop strategies to help Financial Advisors convert high quality leads into new clients and helping to maintain those relationships

• Champion and encourage your team's success and the goals of the firm, while building and fostering a culture of diversity and inclusion

• Proven ability to attract, retain and develop a team of remote based Financial Consultants in a strategic hub

• Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team

• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business

• Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified

• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

• Ability to lead team in a "solution-oriented" mindset to work towards best possible outcomes for all clients across multiple geographies

Required qualifications, capabilities and skills

• A valid and active Series 9 and Series 10

• A valid and active Series 7

• A valid and active Series 66 (63/65) or may be obtained within 60 days of starting in the role as a condition of employment

• A valid and active Securities Industry Essential (SIE)

• Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment

RESPONSIBILITIES

• At least5 years of Advisor management experience or relevant industry experiencerequired, coupled with a proven track record of developing and coaching highperforming Advisor teams in both a dedicatedand team-based client relationship management channel

• Coach,develop and train Financial Consultants to leverage a holistic goals-basedplanning approach to help clients achieve their financial planning goals, whilefocused on delivering an exceptional clientexperience

• Highdegree of investment services and product acumen with experience in goals-basedplanning and advice

• Coach,Lead and develop strategies to help Financial Consultants convert high qualityleads into new clients and helping to maintain those relationships

• Championand encourage your team's success and the goals of the firm, while building andfostering a culture of diversity and inclusion

• Provenability to attract, retain and develop a team of remote based Financial Consultantsin a strategic hub

• Closelypartner with the Supervisory Management and be expected to manage allday-to-day administrative, supervisory and operational aspects for the businessin order to achieve our strategic objectivesfor the team

• Create aculture of risk and control that acts with appropriate understanding andurgency; with ultimate responsibility to safeguard our clients and our business

• Beproactive; take initiative to identify solutions, have an entrepreneurialbusiness spirit and execute with a sense of urgency. Develop and conducttraining when gaps in team and individual needs areidentified

• Abilityto translate knowledge of financial markets and economic trends in theexecution of growth strategy

• Abilityto lead team in a "solution-oriented" mindset to work towards best possibleoutcomes for all clients across multiple geographies

QUALIFICATIONS

• A validand active Securities Industry Essential (SIE)

• A validand active Series 7

• A validand active Series 66 (63/65)

• A validand active 9/10 (or equivalent) is required or ability to obtain within 60 daysof starting in the role as a condition of employment

• Valid andactive insurance Licenses with the Life, Health and Variable lines of authorityrequired or may be obtained within 60 days of starting in the role as acondition of employment

• Bachelor'sdegree 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. 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.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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